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Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 09/22/2022
ADV Location MIAMI, FL, United States
Contact Info (85 xxxxxxx
Websites
AUM* 228,411
of that, discretionary 228,411 100%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 19,000
Avg Account Size 1,667
% High Net Worth 0.73%
SMA’s No
Private Funds 1 1

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)

Reported AUM

228K 196K 163K 131K 98K 65K 33K
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary