| Total AUM | $1.52B |
| Discretionary | $00% of AUM |
| Non-Discretionary | $1.52B |
| Client Accounts | 34 |
| Avg Account Size | $44.7M |
| Employees | 4 |
| Peak AUM | $2.11BMar 2021 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.5B | +29.3% | +8.3% | 6.4% | |
| Non-Disc. AUM | $1.5B | ||||
| Total AUM | $1.52B |
| Discretionary | $0 |
| Employees | 4 |
| Client Accounts | 34 |
| Client Range | 0 |
Address
212 PONTE VEDRA PARK DRIVE
PONTE VEDRA FL 32082
Phone
9042808995
Filing History
31 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$1.5B
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +6.0% /yrover 23 yrs · 31 filings |
Total AUM
$1.5B
| +29.3% |
| +8.3% |
| 6.4% |
| Total Accounts | 34 | 2.9% | 2.8% | 1.1% |
| Avg Account Size | $45M | +33.1% | +11.3% | 5.3% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $380M | +29.3% | +8.3% | 6.4% |
Client AUM Segments | |||||
| Wealth AUM | $379M | +8.0% | +6.1% | +8.8% | |
| Institutional AUM | $1.1B | +38.4% | +9.0% | 9.3% | |
Client Count Segments | |||||
| Institutional | 17 | 0.0% | 6.8% | 5.9% | |
| Individuals | 14 | 6.7% | 4.4% | +1.5% | |