Adviser Profile

As of Date 06/18/2026
Registration SEC, 120-Day Approval, 02/20/2026
ADV Location MIAMI, FL, United States
Contact Info 305 xxxxxxx
Websites
AUM* 42,745,886
of that, discretionary 42,745,886
Number of Employees 7
of those in investment advisory functions 5
Private Fund GAV* 16,745,886
Avg Account Size 6,106,555
SMA’s No
Private Funds 6

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles
- Other

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

17M 15M 12M 10M 7M 5M 2M
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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