Adviser Profile
| As of Date | 06/25/2026 |
| Registration | SEC, Approved, 07/15/2026 |
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| Former registrations | |
| ADV Location | MIAMI, FL, United States |
| Contact Info | 305 xxxxxxx |
| Websites |
| AUM* | 120,000,000 |
| of that, discretionary | 120,000,000 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,105,263 |
| % High Net Worth | 96.97% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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