| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 05/16/2025 |
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| ADV Location | PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 122,602,000 |
| of that, discretionary | 122,602,000 100% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 61,301,000 |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Portfolio management for pooled investment vehicles
- Performance-based fees
No private funds