| As of Date | 03/05/2026 |
| Registration | SEC, Approved, 02/19/2025 |
| ADV Location | MONACO, Monaco |
| Contact Info | 003 xxxxxxx |
| Websites |
| AUM* | 1,243,311,098 31% |
| of that, discretionary | 260,729,942 58% |
| Number of Employees | 9 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 0 |
| Avg Account Size | 5,405,700 -5% |
| % High Net Worth | 46.67% 234% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Commissions
- Performance-based fees
No private funds