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Adviser Profile

As of Date 09/11/2026
Registration SEC, 120-Day Approval, 01/05/2026
ADV Location MIAMI BEACH, FL, United States
Contact Info 312 xxxxxxx
Websites
AUM* 10,000,000
of that, discretionary 10,000,000
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 10,000,000
Avg Account Size 10,000,000
SMA’s No
Private Funds 5

Adviser Type

- Adviser relying on rule 203A-2(c) because you expect to be eligible for SEC registration within 120 days

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

10M 9M 7M 6M 4M 3M 1M
2025
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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