| As of Date | 05/15/2026 |
| Registration | SEC, Approved, 11/17/2025 |
| ADV Location | PONTE VEDRA BEACH, FL, United States |
| Contact Info | 904 xxxxxxx |
| Websites |
| AUM* | 641,335,168 94% |
| of that, discretionary | 641,335,168 94% |
| Number of Employees | 14 17% |
| of those in investment advisory functions | 12 20% |
| Private Fund GAV* | 641,335,168 |
| Avg Account Size | 106,889,195 29% |
| 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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