Adviser Profile
| As of Date | 05/26/2026 |
| Registration | SEC, Approved, 08/15/2022 |
| Former registrations | |
| ADV Location | DELRAY BEACH, FL, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 19,584,300 539% |
| of that, discretionary | 19,584,300 539% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 19,584,300 539% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
20M
17M
14M
11M
8M
6M
3M
2022
2023
2024
2025
2026
Private Funds
No private funds