| As of Date | 08/27/2026 |
| Registration | SEC, Approved, 09/08/2026 |
| ADV Location | BOCA RATON, FL, United States |
| Contact Info | (56 xxxxxxx |
| Websites |
| AUM* | 19,822,120,793 |
| of that, discretionary | 19,822,120,793 |
| Number of Employees | 162 |
| of those in investment advisory functions | 85 |
| Private Fund GAV* | 14,383,850,968 |
| Avg Account Size | 683,521,407 |
| SMA’s | No |
| Private Funds | 28 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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