| As of Date | 08/20/2026 |
| Registration | SEC, Approved, 05/26/2026 |
| ADV Location | WEST PALM BEACH, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 319,000,000 |
| of that, discretionary | 319,000,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 319,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Stock Ticker | Stock Name | $ Position | % Position | $ Change | # Change |
|---|---|---|---|---|---|
| Stck Ticker687604108 | Stock NameOruka Therapeutics Inc | $ Position$149,003,957 | % Position33.00% | $ Change61.00% | # Change-17.00% |
| Stck Ticker00773J202 | Stock NameSpyre Therapeutics Inc | $ Position$129,988,924 | % Position29.00% | $ Change77.00% | # Change1.00% |
| Stck Ticker03770N101 | Stock NameApogee Therapeutics Inc | $ Position$77,871,496 | % Position17.00% | $ Change59.00% | # Change1.00% |
| Stck Ticker36322Q206 | Stock NameDamora Therapeutics Inc | $ Position$53,202,753 | % Position12.00% | $ Change0.00% | # Change0.00% |
| Stck Ticker008064206 | Stock NameJade Biosciences Inc | $ Position$35,057,605 | % Position8.00% | $ Change58.00% | # Change0.00% |
| Stck TickerG2545C104 | Stock NameCrescent Biopharma Inc | $ Position$6,502,500 | % Position1.00% | $ Change | # Change |