| As of Date | 09/18/2026 |
| Registration | SEC, Approved, 06/01/2026 |
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| Former registrations | |
| ADV Location | AVENTURA, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 118,672,720 |
| of that, discretionary | 118,672,720 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 82,743,061 |
| Avg Account Size | 29,668,180 |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |