Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 07/07/2015
ADV Location HAMILTON, Bermuda
Contact Info +1 xxxxxxx
AUM* 0
of that, discretionary 0
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Outside the United States

Client Types

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

4M 3M 3M 2M 2M 1M 571K
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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