Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/19/2024 |
| ADV Location | WEST PALM BEACH, FL, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 3,272,192,153 |
| of that, discretionary | 3,272,192,153 100% |
| Number of Employees | 19 12% |
| of those in investment advisory functions | 10 11% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,636,096,077 |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
- Related adviser
- Related adviser
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
3B
3B
2B
2B
1B
935M
467M
2024
2025
2026
Private Funds
No private funds