| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 11/20/2025 |
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| ADV Location | BOCA RATON, FL, United States |
| Contact Info | 561 xxxxxxx |
| AUM* | 390,402,667 |
| of that, discretionary | 390,402,667 |
| Number of Employees | 7 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 408,891,574 |
| Avg Account Size | 8,487,015 |
| SMA’s | No |
| Private Funds | 49 |
- 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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