| Total AUM | $183.7M |
| Discretionary | $183.7M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $61.2M |
| Employees | 4 |
| Peak AUM | $418.1MMar 2024 |
| AUM CAGR | +63.4% /yrover 5 yrs · 13 filings |
Total AUM
$184M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $184M | 56.1% | 16.4% | +63.4% | |
| Discretionary AUM | |||||
| Total AUM | $183.7M |
| Discretionary | $183.7M |
| Employees | 4 |
| Client Accounts | 3 |
Address
19505 BISCAYNE BLVD, SUITE 2350
AVENTURA FL 33180
Phone
646-565-8844
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$184M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $184M |
| 56.1% |
| 16.4% |
| +63.4% |
| Total Accounts | 3 | 0.0% | 8.5% | +27.1% |
| Avg Account Size | $61M | 56.1% | 8.7% | +28.6% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $46M | 56.1% | 16.4% | +63.4% |
Client AUM Segments | |||||
| Institutional AUM | $176M | 56.6% | 16.6% | +61.9% | |
| Fund / Pooled AUM | $8M | 39.9% | 10.6% | — | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | — | |