Adviser Profile

As of Date 04/02/2026
Registration status Terminated
ADV Location BOCA RATON, FL, United States
Contact Info (56 xxxxxxx
Websites
AUM* 260,148,225 -6%
of that, discretionary 260,148,225 -6%
Number of Employees 12
of those in investment advisory functions 2
Private Fund GAV* 0 -100%
Avg Account Size 6,049,959 -2%
SMA’s No
Private Funds 0 46

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

260M 223M 186M 149M 111M 74M 37M
2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary