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Adviser Profile
| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 01/02/2026 |
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| Former registrations | |
| ADV Location | DELRAY BEACH, FL, United States |
| Contact Info | 561 xxxxxxx |
| Websites |
| AUM* | 125,789,000 |
| of that, discretionary | 125,789,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 2,200,000 |
| Avg Account Size | 1,113,177 |
| % High Net Worth | 87.93% |
| SMA’s | No |
| Private Funds | 3 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Financial planning services
- 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
- Hourly charges
- Performance-based fees
Reported AUM
139M
119M
99M
79M
60M
40M
20M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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