Adviser Profile

As of Date 06/30/2026
Registration SEC, Approved, 02/03/1999
ADV Location FORT LAUDERDALE, FL, United States
Contact Info 877 xxxxxxx
Websites
AUM* 6,995,782,784 12%
of that, discretionary 6,995,782,784 12%
Number of Employees 39 -3%
of those in investment advisory functions 14 -18%
Private Fund GAV* 0
Avg Account Size 78,604,301 9%
% High Net Worth 11.36% 10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- High net worth individuals
- Banking or thrift institutions
- Investment companies
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Corporations or other businesses not listed above
- Other

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

7B 6B 5B 4B 3B 2B 999M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary