| Total AUM | $1.3M |
| Discretionary | $1.3M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $314K |
| Employees | 2 |
| Peak AUM | $1.3MJan 2026 |
Total AUM
$1M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1M | — | — | — | |
| Discretionary AUM | $1M | — | |||
| Total AUM | $1.3M |
| Discretionary | $1.3M |
| Employees | 2 |
| Client Accounts | 4 |
Address
OFFICE 14A, 19 WATERFRONT DRIVE
ROAD TOWN, TORTOLA VG1110
British Virgin Islands
Phone
1-284-340-6935
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
| — |
| Total Accounts | 4 | — | — | — |
| Avg Account Size | $314,394 | — | — | — | — |
| Employees | 2 | 0.0% | 0.0% | — |
| AUM / Employee | $628,788 | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $213,030 | — | — | — | — |
| Institutional AUM | $1M | — | — | — | — |