| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/15/2025 |
| ADV Location | MIAMI BEACH, FL, United States |
| Contact Info | 212 xxxxxxx |
| AUM* | 138,756,802 |
| of that, discretionary | 138,756,802 100% |
| Number of Employees | 91 4450% |
| of those in investment advisory functions | 30 2900% |
| Private Fund GAV* | 0 |
| Avg Account Size | 138,756,802 |
| SMA’s | No |
| Private Funds | 0 |
- Business development companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds