| As of Date | 05/26/2026 |
| Registration | SEC, Approved, 02/04/2026 |
| ADV Location | CAPE TOWN, WESTERN CAPE, South Africa |
| Contact Info | + 2 xxxxxxx |
| Websites |
| AUM* | 1,672,539,289 149% |
| of that, discretionary | 1,672,539,289 149% |
| Number of Employees | 24 -4% |
| of those in investment advisory functions | 11 -8% |
| Private Fund GAV* | 0 |
| Avg Account Size | 64,328,434 34% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pooled investment vehicles
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds