Adviser Profile

As of Date 05/08/2025
Registration status Terminated
ADV Location AVENTURA, FL, United States
Contact Info 786 xxxxxxx
Websites
AUM* 496,835,822
of that, discretionary 496,835,822
Number of Employees 46
of those in investment advisory functions 15
Private Fund GAV* 0
Avg Account Size 165,611,941
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

497M 426M 355M 284M 213M 142M 71M
2015 2016 2017 2018 2019
Discretionary
Non-discretionary

Private Funds

Employees

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