| Total AUM | $1.90B |
| Discretionary | $663.2M35% of AUM |
| Non-Discretionary | $1.24B |
| Client Accounts | 684 |
| Avg Account Size | $2.8M |
| Employees | 49 |
| Peak AUM | $2.77BMar 2022 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.9B | +3.5% | +5.9% | 3.4% | |
| Discretionary AUM | $663M | ||||
| Total AUM | $1.90B |
| Discretionary | $663.2M |
| Employees | 49 |
| Client Accounts | 684 |
| Client Range | 0 |
Address
1450 BRICKELL AVENUE
MIAMI FL 33131
Phone
305-459-5400
Filing History
76 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$663M
34.8% of AUM
Non-Discretionary
$1.2B
65.2% of AUM
Disc. mix ▲ 4.0pp vs 1 year ago
| +16.9% /yrover 25 yrs · 76 filings |
Total AUM
$1.9B
| +16.8% |
| +26.2% |
| +9.0% |
| Non-Disc. AUM | $1.2B | 2.4% | 0.7% | 7.5% |
| Total Accounts | 684 | 4.9% | 15.3% | 4.6% |
| Avg Account Size | $3M | +8.8% | +25.1% | +1.2% |
| Employees | 49 | +11.4% | +0.7% | +3.0% |
| AUM / Employee | $39M | 7.0% | +5.2% | 6.3% |
Client AUM Segments | |||||
| Wealth AUM | $1.3B | +3.4% | 4.7% | 9.8% | |
| Institutional AUM | $604M | +3.4% | +84.2% | +33.3% | |
| Fund / Pooled AUM | $42M | +10.8% | +7.4% | — | |
Client Count Segments | |||||
| HNW Clients | 259 | 4.8% | 31.5% | 16.4% | |
| Institutional | 255 | 4.9% | +48.4% | +32.3% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | — | |
| Individuals | 170 | 4.5% | 8.5% | +1.2% | |