{{ 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

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser AMERICAN FUNDSTARS Hedge Fund- Liquidity Fund- Private Equity Fund10.2m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund48.2m Total Private Fund GAV58.4m AUM332.7m #Funds6
Adviser FLOREK FINANCIAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM511.0m #Funds-
Adviser LOBNEK WEALTH MANAGEMENT INC. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM12.5m #Funds-
Adviser SENTRY ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.4b #Funds-
Adviser TOMPKINS & CO. Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM355.0m #Funds-
Adviser CROSS BORDER WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM221.9m #Funds-
Adviser FLORENCE CAPITAL ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund59.1m Other Fund- Total Private Fund GAV118.1m AUM65.2m #Funds14
Adviser CWM PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM59.8m #Funds-
Adviser GROUNDED CAPITAL, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM520.0m #Funds-
Adviser PREMIS ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund2.6m Total Private Fund GAV2.6m AUM213.9m #Funds3

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 Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$8,877,793 % Position6.00% $ Change36.00% # Change18.00%
Stck Ticker512807108 Stock NameLAM RESEARCH CORP $ Position$8,217,670 % Position6.00% $ Change163.00% # Change30.00%
Stck Ticker038222105 Stock NameAPPLIED MATLS INC $ Position$8,704,920 % Position6.00% $ Change176.00% # Change31.00%
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