Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 12/22/2025
ADV Location MIAMI, FL, United States
Contact Info 786 xxxxxxx
AUM* 83,373,378
of that, discretionary 83,373,378
Number of Employees 6
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 16,674,676
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm
- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

83M 71M 60M 48M 36M 24M 12M
2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees