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Adviser Profile

As of Date 03/13/2025
Adviser Type - Large advisory firm
Number of Employees 6 20.00%
of those in investment advisory functions 2
Registration Florida, Terminated, 03/24/2014
Other registrations (1)
AUM* 263,343,132 104.07%
of that, discretionary 66,468,394 45.06%
Private Fund GAV* 21,804,821 6.49%
Avg Account Size 4,317,101 107.41%
% High Net Worth 28.85% 73.08%
SMA’s Yes
Private Funds 1
Contact Info 305 xxxxxxx
Websites

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

219M 188M 157M 125M 94M 63M 31M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$21,804,821

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Brochure Summary