Adviser Profile

As of Date 01/27/2026
Registration SEC, Approved, 02/11/2019
Other registrations (2)
ADV Location GEORGE TOWN, Cayman Islands
Contact Info 405 xxxxxxx
Websites
AUM* 231,626,416 33%
of that, discretionary 21,340,343 -4%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 1,754,746 30%
% High Net Worth 31.58% 44%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- Outside the United States

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

210M 180M 150M 120M 90M 60M 30M
2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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