{{ Info.Overview }}

Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 11/18/2025
Other registrations (1)
ADV Location MIAMI, FL, United States
Contact Info +1 xxxxxxx
Websites
AUM* 167,279,241
of that, discretionary 0
Number of Employees 3 200%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 55,759,747
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

167M 143M 119M 96M 72M 48M 24M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees