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Adviser Profile

As of Date 03/26/2026
Registration SEC, Approved, 10/27/2023
Other registrations (1)
ADV Location MIAMI, FL, United States
Contact Info 212 xxxxxxx
Websites
AUM* 205,000,000 -11%
of that, discretionary 205,000,000 -11%
Number of Employees 5 67%
of those in investment advisory functions 3 50%
Private Fund GAV* 205,000,000 -11%
Avg Account Size 51,250,000 145%
SMA’s No
Private Funds 4 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

230M 197M 164M 131M 99M 66M 33M
2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary