Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 06/23/2010
ADV Location PALM BEACH GARDENS, FL, United States
Contact Info 215 xxxxxxx
Websites
AUM* 154,242,654 -24%
of that, discretionary 154,242,654 -24%
Number of Employees 4 -20%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 154,242,654 -24%
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

204M 175M 146M 117M 87M 58M 29M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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