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Adviser Profile

As of Date 04/24/2026
Registration SEC, Approved, 06/29/2011
ADV Location MARCO ISLAND, FL, United States
Contact Info 212 xxxxxxx
Websites
AUM* 382,484,066 -6%
of that, discretionary 382,484,066 -6%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 127,494,689 -6%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

504M 432M 360M 288M 216M 144M 72M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary