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Adviser Profile

As of Date 05/26/2026
Registration SEC, 120-Day Approval, 01/26/2026
ADV Location MIAMI BEACH, FL, United States
Contact Info 212 xxxxxxx
Websites
AUM* 4,260,115,721
of that, discretionary 4,260,115,721
Number of Employees 13
of those in investment advisory functions 10
Private Fund GAV* 3,490,262,577
Avg Account Size 1,420,038,574
SMA’s No
Private Funds 2

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

1 1 1 1
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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