| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 02/25/2022 |
| ADV Location | HOLLYWOOD, FL, United States |
| Contact Info | (95 xxxxxxx |
| AUM* | 1,150,000,000 21% |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,549,020 -31% |
| % High Net Worth | 100.00% |
| SMA’s | No |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Fixed fees (other than subscription fees)
No private funds
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name SANVILLE & COMPANY | Filing Date01/05/2026 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY | Filing Date01/02/2026 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY | Filing Date12/23/2025 | Form ADV-E View Report |
| Accounting Firm Name SANVILLE & COMPANY | Filing Date01/30/2024 | Form ADV-E View Report |
| 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 FOUNDERS FAMILY OFFICE | 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 LYONROSS CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM880.5m | #Funds- | |
| Adviser AG GLOBAL ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM104.7m | #Funds- | |
| Adviser GREENWOOD FAMILY ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM327.1m | #Funds- | |
| Adviser EKANTA WEALTH ADVISORS LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM306.7m | #Funds- | |
| Adviser ALPHA | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM54.5m | #Funds- | |
| Adviser STORGE | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM866.6m | #Funds- | |
| Adviser NAVALFA ACTIVOS ALTERNATIVOS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM9.4m | #Funds- | |
| Adviser COLLEGA CAPITAL MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM81.4m | #Funds- | |
| Adviser EUROCAPITAL ADVISORS, INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM103.6m | #Funds- |