Adviser Profile

As of Date 01/31/2024
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info 917 xxxxxxx
Websites
AUM* 425,000,000
of that, discretionary 425,000,000
Number of Employees 2 -33%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 425,000,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

425M 364M 304M 243M 182M 121M 61M
2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary