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Adviser Profile

As of Date 03/24/2025
Adviser Type - Large advisory firm
Number of Employees 8 14.29%
of those in investment advisory functions 4 100.00%
Registration Virgin Islands, Terminated, 10/29/2020
Other registrations (8)
AUM* 225,579,908 50.56%
of that, discretionary 225,579,908 50.56%
Private Fund GAV* 12,696,544 2.20%
Avg Account Size 297,599 21.36%
% High Net Worth 38.77% 34.96%
SMA’s Yes
Private Funds 1
Contact Info (60 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
152M 130M 108M 87M 65M 43M 22M
2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeReal Estate Fund Count1 GAV$12,696,544

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Brochure Summary