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Adviser Profile

As of Date 03/04/2026
Registration SEC, Approved, 09/29/2025
Other registrations (1)
Contact Info 561 xxxxxxx
Websites
AUM* 294,692,000
of that, discretionary 294,692,000
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 294,692,000
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

295M 253M 210M 168M 126M 84M 42M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees