Adviser Profile

As of Date 05/03/2025
Registration status Terminated
ADV Location MIAMI BEACH, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 485,744,000 -20%
of that, discretionary 485,744,000 -20%
Number of Employees 5 -38%
of those in investment advisory functions 2 -33%
Private Fund GAV* 0
Avg Account Size 97,148,800 -20%
SMA’s No
Private Funds 0 4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

813M 697M 581M 465M 348M 232M 116M
2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker000000000 Stock NameNA $ Position$ % Position $ Change0.00% # Change0.00%

Brochure Summary