| As of Date | 02/12/2026 |
| Registration | SEC, Approved, 08/12/2025 |
| ADV Location | BOCA RATON, FL, United States |
| Contact Info | +44 xxxxxxx |
| Websites |
| AUM* | 4,722,407,248 20% |
| of that, discretionary | 4,722,407,248 20% |
| Number of Employees | 4 -83% |
| of those in investment advisory functions | 2 -83% |
| Private Fund GAV* | 3,068,811,999 18% |
| Avg Account Size | 1,180,601,812 20% |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |