| Total AUM | $2.50B |
| Discretionary | $2.50B100% of AUM |
| Client Accounts | 19 |
| Avg Account Size | $131.7M |
| Employees | 16 |
| Peak AUM | $2.67BFeb 2025 |
Total AUM
$2.5B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.5B | 6.1% | +33.4% | +13.6% | |
| Discretionary AUM | |||||
| Total AUM | $2.50B |
| Discretionary | $2.50B |
| Employees | 16 |
| Client Accounts | 19 |
Address
3480 MAIN HIGHWAY
MIAMI FL 33133
Phone
212-651-2231
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.5B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $2.5B |
| 6.1% |
| +33.4% |
| +13.6% |
| Total Accounts | 19 | +26.7% | +33.4% | +22.1% |
| Avg Account Size | $132M | 25.9% | 0.0% | 7.0% |
| Employees | 16 | +14.3% | +13.3% | +18.0% |
| AUM / Employee | $156M | 17.9% | +17.7% | 3.7% |
Client AUM Segments | |||||
| Institutional AUM | $88M | +54.3% | — | — | |
| Fund / Pooled AUM | $2.0B | +7.4% | +28.1% | +8.1% | |
| Other AUM | $462M | 41.6% | +54.4% | — | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | — | — | |
| Pooled / Fund | 15 | +36.4% | +28.9% | +16.5% | |