| As of Date | 02/24/2026 |
| ADV Location | MAITLAND, FL, United States |
|
Adviser Type
- Large advisory firm - An investment adviser to a company which has elected to be a business development company |
|
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 03/04/2026 |
|
|
|
| Former registrations | |
| AUM* | 93,408,051 |
| of that, discretionary | 93,408,051 |
| Private Fund GAV* | 18,005,130 |
| Avg Account Size | 46,704,026 |
| SMA’s | No |
| Private Funds | 1 |
| Contact Info | 407 xxxxxxx |
| Websites |
- Business development companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypePrivate Equity Fund | Count1 | GAV$18,005,130 |