Adviser Profile

As of Date 08/14/2026
Registration SEC, Approved, 10/12/2023
ADV Location CLERMONT, FL, United States
Contact Info 650 xxxxxxx
Websites
AUM* 345,355,760 2%
of that, discretionary 333,058,085 7%
Number of Employees 24 41%
of those in investment advisory functions 13 63%
Private Fund GAV* 483,058,085 -14%
Avg Account Size 17,267,788 -3%
SMA’s No
Private Funds 26 9

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

411M 352M 294M 235M 176M 117M 59M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary