Adviser Profile

As of Date 05/15/2026
Registration SEC, Approved, 07/12/2021
ADV Location MIAMI, FL, United States
Contact Info +1 xxxxxxx
Websites
AUM* 75,934,420,848 231%
of that, discretionary 75,934,420,848 231%
Number of Employees 15 67%
of those in investment advisory functions 3
Private Fund GAV* 45,199,282,368 266%
Avg Account Size 18,983,605,212 -17%
SMA’s No
Private Funds 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

65B 56B 46B 37B 28B 19B 9B
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary