| As of Date | 05/04/2026 |
| Registration | SEC, Approved, 08/23/2024 |
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| ADV Location | AVENTURA, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 374,802,190 40% |
| of that, discretionary | 374,762,692 40% |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 55,975,418 |
| Avg Account Size | 726,361 3% |
| % High Net Worth | 43.39% -27% |
| SMA’s | No |
| Private Funds | 8 8 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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