| As of Date | 07/23/2026 |
| Registration | SEC, Approved, 12/08/2025 |
| ADV Location | WEST PALM BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 1,920,476,487 |
| of that, discretionary | 1,920,476,487 |
| Number of Employees | 23 |
| of those in investment advisory functions | 19 |
| Private Fund GAV* | 1,956,761,746 |
| Avg Account Size | 192,047,649 |
| SMA’s | No |
| Private Funds | 10 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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