Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 11/05/2024
Other registrations (1)
ADV Location MIAMI, FL, United States
Contact Info 786 xxxxxxx
Websites
AUM* 253,152,664
of that, discretionary 253,152,664
Number of Employees 10
of those in investment advisory functions 8
Private Fund GAV* 253,152,664
Avg Account Size 84,384,221
SMA’s No
Private Funds 2 1

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

253M 217M 181M 145M 108M 72M 36M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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