Adviser Profile

As of Date 02/20/2026
Registration SEC, Approved, 06/15/2018
ADV Location JUPITER, FL, United States
Contact Info (56 xxxxxxx
Websites
AUM* 608,135,699 30%
of that, discretionary 560,014,390 36%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 3,305,085 12%
% High Net Worth 71.20% 17%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

560M 480M 400M 320M 240M 160M 80M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser COONS ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM587.0m #Funds-
Adviser CYPRESS POINT WEALTH MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund7.0m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund14.3m Other Fund- Total Private Fund GAV35.7m AUM1.5b #Funds3
Adviser MISSION WEALTH MANAGEMENT, LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM17.0b #Funds-
Adviser JACKSON HOLE CAPITAL PARTNERS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM1.1b #Funds-
Adviser CHECK CAPITAL MANAGEMENT INC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM2.4b #Funds-
Adviser KLINGENSTEIN FIELDS ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund100.1m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund72.1m Other Fund- Total Private Fund GAV244.3m AUM4.7b #Funds12
Adviser SOLIDARITY WEALTH, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM704.2m #Funds-
Adviser BARRY INVESTMENT ADVISORS, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM846.8m #Funds-
Adviser CLARITI WEALTH ADVISORS Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM797.6m #Funds-
Adviser SACHEM HILL LLC Hedge Fund150.7m Liquidity Fund- Private Equity Fund79.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV230.1m AUM1.2b #Funds5