| Total AUM | $336.2M |
| Discretionary | $336.2M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $67.2M |
| Employees | 86 |
| Peak AUM | $19.36BFeb 2017 |
| AUM CAGR | -27.3% /yrover 11 yrs · 42 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $336M | 37.0% | 34.4% | 40.2% | |
| Discretionary AUM | $336M | ||||
| Total AUM | $336.2M |
| Discretionary | $336.2M |
| Employees | 86 |
| Client Accounts | 5 |
Address
750 PARK OF COMMERCE DRIVE
BOCA RATON FL 33487
Phone
561-570-4644
Filing History
42 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$336M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$336M
| 37.0% |
| 34.4% |
| 40.2% |
| Total Accounts | 5 | 16.7% | 31.4% | 34.1% |
| Avg Account Size | $67M | 24.4% | 4.4% | 9.2% |
| Employees | 86 | 3.4% | 11.5% | 21.3% |
| AUM / Employee | $4M | 34.8% | 25.8% | 24.1% |
Client AUM Segments | |||||
| Institutional AUM | $163M | +5.9% | — | — | |
| Fund / Pooled AUM | $173M | 54.4% | 47.7% | 47.8% | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | — | — | |
| Pooled / Fund | 4 | 20.0% | 36.4% | 36.7% | |