Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/12/2025 |
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| Former registrations | |
| ADV Location | FORT LAUDERDALE, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 1,138,676,308 98% |
| of that, discretionary | 1,138,676,308 98% |
| Number of Employees | 5 67% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 1,138,676,309 98% |
| Avg Account Size | 227,735,262 98% |
| SMA’s | No |
| Private Funds | 5 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1B
976M
813M
651M
488M
325M
163M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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