Adviser Profile

As of Date 04/27/2026
Registration SEC, Approved, 04/17/2024
Other registrations (1)
ADV Location CORAL GABLES, FL, United States
Contact Info 786 xxxxxxx
Websites
AUM* 1,420,400,000 468%
of that, discretionary 1,420,400,000 468%
Number of Employees 16 300%
of those in investment advisory functions 12 200%
Private Fund GAV* 1,420,400,000 202%
Avg Account Size 202,914,286 62%
SMA’s No
Private Funds 7 7

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

1B 1B 1B 812M 609M 406M 203M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary