| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 04/13/2026 |
| ADV Location | CORAL GABLES, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 148,405,174 |
| of that, discretionary | 148,405,174 |
| Number of Employees | 29 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 139,055,064 |
| Avg Account Size | 12,367,098 |
| SMA’s | No |
| Private Funds | 14 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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