Adviser Profile
| As of Date | 04/22/2026 |
| Registration | SEC, Approved, 04/29/2026 |
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| Former registrations | |
| ADV Location | SAINT AUGUSTINE, FL, United States |
| Contact Info | 203 xxxxxxx |
| AUM* | 156,515,602 |
| of that, discretionary | 156,515,602 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 73,278,746 |
| Avg Account Size | 78,257,801 |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
157M
134M
112M
89M
67M
45M
22M
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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