| As of Date | 02/24/2026 |
| Registration | SEC, Approved, 03/04/2026 |
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| Former registrations | |
| ADV Location | MAITLAND, FL, United States |
| Contact Info | 407 xxxxxxx |
| Websites |
| AUM* | 93,408,051 |
| of that, discretionary | 93,408,051 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 18,005,130 |
| Avg Account Size | 46,704,026 |
| SMA’s | No |
| Private Funds | 1 |
- Business development companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |