| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 10/29/2019 |
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| ADV Location | MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 389,430,840 12% |
| of that, discretionary | 305,505 -99% |
| Number of Employees | 16 |
| of those in investment advisory functions | 8 -20% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 9,735,771 25% |
| % High Net Worth | 100.00% 12% |
| SMA’s | Yes |
| Private Funds | 0 5 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
- Performance-based fees