| 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 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| 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 |