| Total AUM | $956.8M |
| Discretionary | $956.8M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $318.9M |
| Employees | 150 |
| Peak AUM | $973.6MMar 2025 |
| AUM CAGR | +187.0% /yrover 4 yrs · 10 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $957M | 1.7% | — | — | |
| Discretionary AUM | $957M | ||||
| Total AUM | $956.8M |
| Discretionary | $956.8M |
| Employees | 150 |
| Client Accounts | 3 |
Address
360 S. ROSEMARY
WEST PALM BEACH FL 33401-6351
Phone
(561) 727-2000
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$957M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| — |
| — |
| Total Accounts | 3 | +50.0% | — | — |
| Avg Account Size | $319M | 34.5% | — | — |
| Employees | 150 | +10.3% | +16.4% | +12.3% |
| AUM / Employee | $6M | 10.9% | — | — |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | — | — | |