| Total AUM | $5.11B |
| Discretionary | $5.11B100% of AUM |
| Client Accounts | 187 |
| Avg Account Size | $27.3M |
| Employees | 100 |
| Peak AUM | $5.11BMar 2026 |
| AUM CAGR | +93.7% /yrover 3 yrs · 15 filings |
Total AUM
$5.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.1B | +39.0% | +93.7% | — | |
| Discretionary AUM | $5.1B | ||||
| Total AUM | $5.11B |
| Discretionary | $5.11B |
| Employees | 100 |
| Client Accounts | 187 |
| Client Range | 0 |
Address
830 BRICKELL PLAZA
MIAMI FL 33131
Phone
(305) 735-2020
Filing History
15 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +39.0% |
| +93.7% |
| — |
| Total Accounts | 187 | +78.1% | +118.2% | — |
| Avg Account Size | $27M | 22.0% | 11.2% | — |
| Employees | 100 | +11.1% | +364.0% | — |
| AUM / Employee | $51M | +25.1% | 58.3% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $5.1B | +39.0% | +93.7% | — | |
Client Count Segments | |||||
| Pooled / Fund | 187 | +78.1% | +118.2% | — | |