Adviser Profile

As of Date 05/18/2024
Registration status Terminated
ADV Location WELLINGTON, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 300,000,000
of that, discretionary 300,000,000
Number of Employees 5 25%
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 300,000,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

300M 257M 214M 171M 129M 86M 43M
2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary