Adviser Profile

As of Date 08/06/2026
Registration SEC, 120-Day Approval, 04/08/2026
ADV Location MIAMI, FL, United States
Contact Info 786 xxxxxxx
AUM* 442,106,381
of that, discretionary 0
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 221,053,191
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Corporations or other businesses not listed above

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees