| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/26/2023 |
| ADV Location | NEW YORK, NY, United States |
| Contact Info | 646 xxxxxxx |
| Websites |
| AUM* | 541,294,578 5% |
| of that, discretionary | 541,294,578 5% |
| Number of Employees | 16 |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 270,647,289 58% |
| SMA’s | No |
| Private Funds | 1 1 |
- Business development companies
- Corporations or other businesses not listed above
- Portfolio management for investment companies
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name KAUFMAN, ROSSIN & CO., P.A. | Filing Date12/12/2024 | Form ADV-E View Report |
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |