| As of Date | 04/17/2026 |
| Registration | SEC, Approved, 08/15/2024 |
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| ADV Location | PALM BEACH GARDENS, FL, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 265,421,808 7% |
| of that, discretionary | 265,421,808 7% |
| Number of Employees | 23 -8% |
| of those in investment advisory functions | 11 -15% |
| Private Fund GAV* | 265,421,808 7% |
| Avg Account Size | 37,917,401 7% |
| SMA’s | No |
| Private Funds | 8 1 |
- 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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