| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 01/31/2025 |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 786 xxxxxxx |
| Websites |
| AUM* | 348,117,613 |
| of that, discretionary | 348,117,613 |
| Number of Employees | 331 24% |
| of those in investment advisory functions | 113 -42% |
| Private Fund GAV* | 162,534,482 |
| Avg Account Size | 87,029,403 |
| 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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