| Total AUM | $156.7M |
| Discretionary | $156.7M100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $78.4M |
| Employees | 5 |
| Peak AUM | $555.4MMar 2021 |
| AUM CAGR | -3.2% /yrover 24 yrs · 29 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $157M | 26.2% | 22.5% | 22.4% | |
| Discretionary AUM | |||||
| Total AUM | $156.7M |
| Discretionary | $156.7M |
| Employees | 5 |
| Client Accounts | 2 |
Address
515 E. LAS OLAS BLVD.
FORT LAUDERDALE FL 33301
Phone
954-636-3680
Filing History
29 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$157M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$157M
| $157M |
| 26.2% |
| 22.5% |
| 22.4% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $78M | 26.2% | 22.5% | 22.4% |
| Employees | 5 | 0.0% | 0.0% | 6.5% |
| AUM / Employee | $31M | 26.2% | 22.5% | 17.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $157M | 26.2% | 22.5% | 22.4% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |