| As of Date | 06/11/2025 |
| Registration | SEC, Approved, 05/20/2025 |
| ADV Location | SARASOTA, FL, United States |
| Contact Info | 941 xxxxxxx |
| Websites |
| AUM* | 39,512,738 40% |
| of that, discretionary | 39,512,738 40% |
| Number of Employees | 8 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 41,185,737 |
| Avg Account Size | 9,878,185 40% |
| SMA’s | No |
| Private Funds | 4 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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