| As of Date | 12/11/2025 |
| ADV Location | WELLINGTON, FL, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 11 |
| of those in investment advisory functions | 2 |
| Registration | SEC, Approved, 08/13/2025 |
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| Former registrations | |
| AUM* | 99,524,466 |
| of that, discretionary | 99,524,466 |
| Private Fund GAV* | 0 |
| Avg Account Size | 99,524,466 |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | 732 xxxxxxx |
| Websites |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds