Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 05/02/2024 |
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| Former registrations | |
| ADV Location | TAMPA, FL, United States |
| Contact Info | 813 xxxxxxx |
| Websites |
| AUM* | 937,827,441 23% |
| of that, discretionary | 937,827,441 379% |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 78,359,608 -2% |
| Avg Account Size | 58,614,215 260% |
| SMA’s | No |
| Private Funds | 6 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other investment advisers
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
938M
804M
670M
536M
402M
268M
134M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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