| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 07/12/2024 |
| ADV Location | TAMPA, FL, United States |
| Contact Info | 813 xxxxxxx |
| Websites |
| AUM* | 2,486,251,673 7466% |
| of that, discretionary | 2,486,251,673 7466% |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 43,796,905 33% |
| Avg Account Size | 345,121 -98% |
| SMA’s | No |
| Private Funds | 3 1 |
- Pooled investment vehicles
- Other investment advisers
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
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