| Total AUM | $1.65B |
| Discretionary | $1.65B100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $275.1M |
| Employees | 24 |
| Peak AUM | $1.65BMar 2026 |
| AUM CAGR | +14.8% /yrover 12 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.7B | +9.4% | +28.1% | +13.0% | |
| Discretionary AUM | |||||
| Total AUM | $1.65B |
| Discretionary | $1.65B |
| Employees | 24 |
| Client Accounts | 6 |
Address
222 LAKEVIEW AVENUE
WEST PALM BEACH FL 33401-6150
Phone
561-655-8400
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.7B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.7B
| $1.7B |
| +9.4% |
| +28.1% |
| +13.0% |
| Total Accounts | 6 | 0.0% | +14.5% | +8.4% |
| Avg Account Size | $275M | +9.4% | +11.9% | +4.2% |
| Employees | 24 | 0.0% | 0.0% | +9.9% |
| AUM / Employee | $69M | +9.4% | +28.1% | +2.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.7B | +9.4% | +28.1% | +13.0% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | +14.5% | +8.4% | |