Adviser Profile

As of Date 01/08/2026
Registration SEC, Approved, 09/12/2025
ADV Location ROAD TOWN, TORTOLA, British Virgin Islands
Contact Info 1-2 xxxxxxx
Websites
AUM* 1,257,576
of that, discretionary 1,257,576 100%
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 314,394
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1M 1M 898K 719K 539K 359K 180K
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees