Adviser Profile
| As of Date | 01/30/2026 |
| Registration | SEC, Approved, 05/07/2025 |
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| Former registrations | |
| ADV Location | AVENTURA, FL, United States |
| Contact Info | (30 xxxxxxx |
| Websites |
| AUM* | 115,403,046 7% |
| of that, discretionary | 82,476,649 10% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,955,984 7% |
| % High Net Worth | 72.73% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
82M
71M
59M
47M
35M
24M
12M
2025
2026
Private Funds
No private funds