{{ Info.Overview }}
Adviser Profile
| As of Date | 05/28/2026 |
| Registration | SEC, Approved, 01/15/2026 |
|
|
|
| Former registrations | |
| ADV Location | TAMPA, FL, United States |
| Contact Info | 917 xxxxxxx |
| Websites |
| AUM* | 485,069,000 |
| of that, discretionary | 485,069,000 |
| Number of Employees | 5 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 457,715,880 |
| Avg Account Size | 80,844,833 |
| SMA’s | No |
| Private Funds | 6 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other investment advisers
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
485M
416M
346M
277M
208M
139M
69M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |