Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 09/02/2020
ADV Location PALM BEACH GARDENS, FL, United States
Contact Info 561 xxxxxxx
Websites
AUM* 35,003,327 -43%
of that, discretionary 35,003,327 -43%
Number of Employees 1 -50%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 35,003,327 -43%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

112M 96M 80M 64M 48M 32M 16M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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