Adviser Profile

As of Date 02/01/2025
Registration status Terminated
ADV Location BOCA RATON, FL, United States
Contact Info 561 xxxxxxx
AUM* 66,319,264 -6%
of that, discretionary 0
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 66,319,264 -6%
SMA’s No
Private Funds 0

Adviser Type

- 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

184M 157M 131M 105M 79M 52M 26M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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