| Total AUM | $122.6M |
| Discretionary | $122.6M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $61.3M |
| Employees | 3 |
| Peak AUM | $243.4MAug 2025 |
Total AUM
$123M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $123M | — | — | — | — |
| Discretionary AUM | $123M | — | — | ||
| Total AUM | $122.6M |
| Discretionary | $122.6M |
| Employees | 3 |
| Client Accounts | 2 |
Address
251 ROYAL PALM WAY
PALM BEACH FL 33480
Phone
561-948-3414
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$123M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
— |
| Total Accounts | 2 | — | — | — | — |
| Avg Account Size | $61M | — | — | — | — |
| Employees | 3 | +200.0% | — | — | — |
| AUM / Employee | $41M | — | — | — | — |
Client AUM Segments | |||||
| Other AUM | $123M | — | — | — | — |