Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 07/29/2022
ADV Location PALM BEACH GARDENS, FL, United States
Contact Info 866 xxxxxxx
Websites
AUM* 2,044,322,328 280%
of that, discretionary 2,044,322,328 280%
Number of Employees 10 100%
of those in investment advisory functions 10 100%
Private Fund GAV* 0
Avg Account Size 227,146,925 111%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- 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

4B 3B 3B 2B 2B 1B 574M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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