Adviser Profile
| As of Date | 07/02/2026 |
| Registration | SEC, Approved, 07/07/2026 |
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| Former registrations | |
| ADV Location | MIAMI BEACH, FL, United States |
| Contact Info | (73 xxxxxxx |
| Websites |
| AUM* | 291,295,000 |
| of that, discretionary | 291,295,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 62,838,905 |
| Avg Account Size | 17,135,000 |
| % High Net Worth | 94.12% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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