Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 09/02/2009
ADV Location MIAMI, FL, United States
Contact Info 786 xxxxxxx
Websites
AUM* 474,493,872 23%
of that, discretionary 365,818,132 30%
Number of Employees 7 17%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 2,875,720 39%
% High Net Worth 90.70% -4%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

498M 427M 356M 285M 213M 142M 71M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary