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Adviser Profile

As of Date 07/17/2026
Registration SEC, Approved, 08/23/2022
ADV Location BOCA RATON, FL, United States
Contact Info 917 xxxxxxx
Websites
AUM* 348,345,200 158%
of that, discretionary 348,345,200 158%
Number of Employees 11 83%
of those in investment advisory functions 6 50%
Private Fund GAV* 0
Avg Account Size 58,057,533 29%
% High Net Worth 33.33% 100%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Investment companies

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

348M 299M 249M 199M 149M 100M 50M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary