| As of Date | 03/25/2026 |
| Registration | SEC, Approved, 05/05/2025 |
| ADV Location | WEST PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 31,702,469 |
| of that, discretionary | 31,702,469 |
| Number of Employees | 61 2% |
| of those in investment advisory functions | 9 |
| Private Fund GAV* | 0 |
| Avg Account Size | 31,702,469 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds