| As of Date | 02/03/2026 |
| Registration | SEC, Approved, 08/11/2025 |
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| ADV Location | WEST PALM BEACH, FL, United States |
| Contact Info | (56 xxxxxxx |
| Websites |
| AUM* | 380,881,698 |
| of that, discretionary | 380,881,698 100% |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 380,881,698 |
| SMA’s | No |
| Private Funds | 1 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |