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Adviser Profile

As of Date 03/03/2026
Registration SEC, Approved, 10/08/2009
ADV Location CORAL GABLES, FL, United States
Contact Info 786 xxxxxxx
Websites
AUM* 4,133,118,802 23%
of that, discretionary 791,626,964 20%
Number of Employees 11 22%
of those in investment advisory functions 5
Private Fund GAV* 38,140,626 6%
Avg Account Size 14,401,111 -9%
% High Net Worth 71.05% -14%
SMA’s Yes
Private Funds 2

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

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

Reported AUM

3B 3B 2B 2B 1B 955M 477M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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Brochure Summary