| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 12/20/2024 |
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| ADV Location | MIAMI, FL, United States |
| Contact Info | 202 xxxxxxx |
| Websites |
| AUM* | 18,532,286,569 1753% |
| of that, discretionary | 18,532,286,569 1753% |
| Number of Employees | 52 373% |
| of those in investment advisory functions | 30 233% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 3,706,457,314 271% |
| SMA’s | No |
| Private Funds | 0 1 |
- Insurance companies
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees