| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 10/17/2024 |
| ADV Location | VERO BEACH, FL, United States |
| Contact Info | 203 xxxxxxx |
| AUM* | 26,633,647 -23% |
| of that, discretionary | 26,633,647 -23% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 26,633,647 -23% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds