Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 07/21/2022
ADV Location WEST PALM BEACH, FL, United States
Contact Info (56 xxxxxxx
Websites
AUM* 956,839,000 5119%
of that, discretionary 956,839,000 5119%
Number of Employees 150 35%
of those in investment advisory functions 128 60%
Private Fund GAV* 546,127,806 0%
Avg Account Size 318,946,333 3379%
SMA’s No
Private Funds 2

Adviser Type

- Related adviser

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

974M 835M 695M 556M 417M 278M 139M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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