Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 08/23/2006
ADV Location 98000 PRINCIPALITY OF MONACO, Monaco
Contact Info 377 xxxxxxx
AUM* 82,000,000 6%
of that, discretionary 82,000,000 6%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 82,000,000 6%
SMA’s Yes
Private Funds 0

Adviser Type

- Outside the United States

Client Types

- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

82M 70M 59M 47M 35M 23M 12M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary