| As of Date | 09/21/2026 |
| Registration | SEC, Approved, 05/26/2026 |
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| ADV Location | PALM BEACH GARDENS, FL, United States |
| Contact Info | 212 xxxxxxx |
| Websites |
| AUM* | 250,000,000 |
| of that, discretionary | 250,000,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 125,000,000 |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds