Adviser Profile

As of Date 11/03/2023
Registration status Terminated
ADV Location WINTER PARK, FL, United States
Contact Info 407 xxxxxxx
Websites
AUM* 947,881,600 9%
of that, discretionary 947,881,600 9%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 135,411,657 9%
SMA’s No
Private Funds 0 7

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

Compensation Arrangments

Reported AUM

948M 812M 677M 542M 406M 271M 135M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary