| As of Date | 08/25/2026 |
| Registration | SEC, Approved, 06/25/2026 |
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| Former registrations | |
| ADV Location | MIAMI BEACH, FL, United States |
| Contact Info | (91 xxxxxxx |
| Websites |
| AUM* | 137,976,453 |
| of that, discretionary | 137,976,453 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 121,050,283 |
| Avg Account Size | 4,757,809 |
| % High Net Worth | 71.43% |
| SMA’s | No |
| Private Funds | 2 |
- High net worth individuals
- Pooled investment vehicles
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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