| As of Date | 01/16/2026 |
| ADV Location | WEST PALM BEACH, FL, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 |
| of those in investment advisory functions | 5 |
| Registration | SEC, Approved, 02/13/2026 |
|
|
|
| Former registrations | |
| AUM* | 309,522,034 |
| of that, discretionary | 309,522,034 |
| Private Fund GAV* | 309,522,034 |
| Avg Account Size | 77,380,509 |
| SMA’s | No |
| Private Funds | 4 |
| Contact Info | 737 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeVenture Capital Fund | Count4 | GAV$309,522,034 |