Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 05/22/2023
ADV Location MONACO, Monaco
Contact Info +37 xxxxxxx
Websites
AUM* 97,121,000 235%
of that, discretionary 0
Number of Employees 7 40%
of those in investment advisory functions 4 100%
Private Fund GAV* 0
Avg Account Size 6,937,214 139%
% High Net Worth 64.29% -17%
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- High net worth individuals
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

- A percentage of assets under your management
- Commissions

Reported AUM

97M 83M 69M 55M 42M 28M 14M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary