Adviser Profile

As of Date 12/24/2023
Registration status Terminated
ADV Location MIAMI, FL, United States
Contact Info (30 xxxxxxx
Websites
AUM* 203,961,361 -65%
of that, discretionary 203,961,361 -65%
Number of Employees 5
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 29,137,337 -65%
SMA’s Yes
Private Funds 0 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Insurance companies

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

956M 820M 683M 547M 410M 273M 137M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary