| As of Date | 01/27/2026 |
| Registration | SEC, Approved, 02/11/2019 |
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| ADV Location | GEORGE TOWN, Cayman Islands |
| Contact Info | 405 xxxxxxx |
| Websites |
| AUM* | 231,626,416 33% |
| of that, discretionary | 21,340,343 -4% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,754,746 30% |
| % High Net Worth | 31.58% 44% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds