| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/16/2024 |
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| ADV Location | MIAMI, FL, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 289,866,588 121% |
| of that, discretionary | 289,866,588 121% |
| Number of Employees | 200 -9% |
| of those in investment advisory functions | 89 -13% |
| Private Fund GAV* | 289,866,588 121% |
| Avg Account Size | 96,622,196 121% |
| SMA’s | No |
| Private Funds | 3 |
- 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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