| As of Date | 02/02/2026 |
| Registration | SEC, Approved, 04/16/2021 |
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| ADV Location | PLANTATION, FL, United States |
| Contact Info | (75 xxxxxxx |
| Websites |
| AUM* | 140,515,766 13% |
| of that, discretionary | 140,455,259 14% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 6 20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 930,568 29% |
| % High Net Worth | 20.00% -7% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser PALM SPRINGS ADVISORY LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM35.5m | #Funds- | |
| Adviser DELTEC INVESTMENT ADVISERS LIMITED | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM20.1m | #Funds- | |
| Adviser EFG PRIVATE WEALTH MANAGEMENT (AMERICAS) CORP. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.3b | #Funds1 | |
| Adviser RATHBONES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM135.1b | #Funds- | |
| Adviser AKARIS GLOBAL PARTNERS, LP | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM478.9m | #Funds- | |
| Adviser LGT WEALTH MANAGEMENT US LIMITED | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.8b | #Funds- | |
| Adviser CBRE INVESTMENT MANAGEMENT INFRASTRUCTURE INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund5.5b | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund742.7m | Total Private Fund GAV6.3b | AUM11.5b | #Funds20 | |
| Adviser BRIGHTSTONE CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM31.0m | #Funds- | |
| Adviser PETERCAM INSTITUTIONAL ASSET MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM16.9b | #Funds- | |
| Adviser J. SAFRA ASSET MANAGEMENT CORPORATION | Hedge Fund- | Liquidity Fund- | Private Equity Fund73.0m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund240.9m | Total Private Fund GAV313.9m | AUM6.3b | #Funds7 |