Adviser Profile

As of Date 07/27/2026
Registration SEC, 120-Day Approval, 01/26/2026
ADV Location NAPLES, FL, United States
Contact Info 914 xxxxxxx
Websites
AUM* 0
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

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

Client Types

Advisory Activities

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees