Adviser Profile

As of Date 09/20/2024
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info 646 xxxxxxx
Websites
AUM* 1,357,181,722 -20%
of that, discretionary 1,357,181,722 -20%
Number of Employees 10 -17%
of those in investment advisory functions 9 50%
Private Fund GAV* 0
Avg Account Size 452,393,907 -20%
SMA’s No
Private Funds 0 3

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

4B 3B 3B 2B 2B 1B 550M
2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock NameNone to Report $ Position$ % Position $ Change0.00% # Change0.00%

Brochure Summary