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Adviser Profile

As of Date 01/04/2025
Adviser Type - Outside the United States
Number of Employees 6
of those in investment advisory functions 4
Registration SEC, Approved, 01/13/2014
AUM* 84,850,024 14.51%
of that, discretionary 84,850,024 14.51%
Private Fund GAV* 0
Avg Account Size 7,070,835 14.51%
% High Net Worth 100.00%
SMA’s Yes
Private Funds 0
Contact Info 011 xxxxxxx

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
102M 87M 73M 58M 44M 29M 15M
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds

No private funds

Employees

Brochure Summary