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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 1
of those in investment advisory functions 1
Registration SEC, Approved, 09/28/2020
AUM* 98,500,000 -5.11%
of that, discretionary 58,500,000 -43.64%
Private Fund GAV* 0 -100.00%
Avg Account Size 5,184,211 -5.11%
SMA’s Yes
Private Funds 0 1
Contact Info 305 xxxxxxx

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

104M 89M 74M 59M 44M 30M 15M
2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary