| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 06/20/2025 |
| ADV Location | NORTH MIAMI BEACH, FL, United States |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 787,443,325 16% |
| of that, discretionary | 787,443,325 16% |
| Number of Employees | 16 23% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 119,141,179 |
| Avg Account Size | 196,860,831 -71% |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
| Count | GAV | |
|---|---|---|
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