Adviser Profile

As of Date 06/02/2026
Registration SEC, Approved, 09/02/2011
Other registrations (1)
ADV Location ORLANDO, FL, United States
Contact Info 212 xxxxxxx
Websites
AUM* 642,606,854 -19%
of that, discretionary 642,606,854 -19%
Number of Employees 5 25%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 64,260,685 -19%
SMA’s Yes
Private Funds 0

Adviser Type

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

Client Types

- Investment companies
- Other investment advisers

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

763M 654M 545M 436M 327M 218M 109M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary