Adviser Profile

As of Date 07/24/2026
Registration SEC, 120-Day Approval, 03/30/2026
ADV Location FORT LAUDERDALE, FL, United States
Contact Info 732 xxxxxxx
Websites
AUM* 250,000,000
of that, discretionary 250,000,000
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 250,000,000
Avg Account Size 50,000,000
SMA’s No
Private Funds 5

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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