Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 10/19/2023
Other registrations (1)
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 1,261,306,586 281%
of that, discretionary 661,306,586 186%
Number of Employees 16
of those in investment advisory functions 9
Private Fund GAV* 661,306,586 186%
Avg Account Size 420,435,529 154%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- Banking or thrift institutions
- Pooled investment vehicles
- Insurance companies

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

661M 567M 472M 378M 283M 189M 94M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary