{{ Info.Overview }}

Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 06/21/2010
ADV Location MIAMI, FL, United States
Contact Info 646 xxxxxxx
Websites
AUM* 563,125,344 4%
of that, discretionary 185,298,899 126%
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 9,709,058 17%
% High Net Worth 82.76% 22%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters

Compensation Arrangments

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

Reported AUM

460M 394M 328M 263M 197M 131M 66M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker02079K305 Stock NameALPHABET INC $ Position$9,485,671 % Position7.00% $ Change60.00% # Change28.00%
Stck Ticker595112103 Stock NameMICRON TECHNOLOGY INC $ Position$10,509,810 % Position7.00% $ Change192.00% # Change-15.00%
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MANUFAC $ Position$10,089,143 % Position7.00% $ Change # Change
Stck Ticker038222105 Stock NameAPPLIED MATLS INC $ Position$8,704,920 % Position6.00% $ Change176.00% # Change31.00%
Stck Ticker512807108 Stock NameLAM RESEARCH CORP $ Position$8,217,670 % Position6.00% $ Change163.00% # Change30.00%
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$8,877,793 % Position6.00% $ Change36.00% # Change18.00%
Stck Ticker007903107 Stock NameADVANCED MICRO DEVICES INC $ Position$6,898,306 % Position5.00% $ Change268.00% # Change29.00%
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$7,474,917 % Position5.00% $ Change26.00% # Change3.00%
Stck Ticker30303M102 Stock NameMETA PLATFORMS INC $ Position$7,872,541 % Position5.00% $ Change26.00% # Change28.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$3,722,394 % Position3.00% $ Change-39.00% # Change-46.00%

Brochure Summary