| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 07/26/2024 |
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| Former registrations | |
| ADV Location | WEST PALM BEACH, FL, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 441,361,766 175% |
| of that, discretionary | 441,361,766 175% |
| Number of Employees | 6 100% |
| of those in investment advisory functions | 6 100% |
| Private Fund GAV* | 436,925,551 87% |
| Avg Account Size | 40,123,797 150% |
| SMA’s | No |
| Private Funds | 14 4 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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