Adviser Profile
| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 01/22/2026 |
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| Former registrations | |
| ADV Location | FLORENCE, Italy |
| Contact Info | (72 xxxxxxx |
| Websites |
| AUM* | 185,816,561 |
| of that, discretionary | 184,638,158 |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 419,450 |
| % High Net Worth | 44.53% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- Outside the United States
- Outside the United States
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
185M
158M
132M
106M
79M
53M
26M
2025
2026
Private Funds
No private funds