| Total AUM | $15.08B |
| Discretionary | $1.83B12% of AUM |
| Non-Discretionary | $13.25B |
| Client Accounts | 5,953 |
| Avg Account Size | $2.5M |
| Employees | 82 |
| Peak AUM | $15.08BMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $15.1B | +17.3% | +20.8% | +14.3% | |
| Discretionary AUM | |||||
| Total AUM | $15.08B |
| Discretionary | $1.83B |
| Employees | 82 |
| Client Accounts | 5953 |
| Client Range | 51-100 |
Address
19495 BISCAYNE BOULEVARD
AVENTURA FL 33180
Phone
305-358-5990
Filing History
49 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.8B
12.1% of AUM
Non-Discretionary
$13.3B
87.9% of AUM
Disc. mix ▼ 0.2pp vs 1 year ago
| +16.1% /yrover 14 yrs · 49 filings |
Total AUM
$15.1B
| $1.8B |
| +15.6% |
| +49.6% |
| +22.9% |
| Non-Disc. AUM | $13.3B | +17.6% | +18.3% | +13.3% |
| Total Accounts | 6k | +53.9% | +47.2% | +38.8% |
| Avg Account Size | $3M | 23.7% | 17.9% | 17.7% |
| Employees | 82 | +15.5% | +21.5% | +11.6% |
| AUM / Employee | $184M | +1.6% | 0.5% | +2.4% |
Client AUM Segments | |||||
| Wealth AUM | $13.1B | +17.4% | +21.4% | +13.6% | |
| Institutional AUM | $1.3B | 6.5% | +10.2% | +11.2% | |
| Fund / Pooled AUM | $295M | +26.0% | +16.5% | — | |
Client Count Segments | |||||
| Pooled / Fund | 14 | 0.0% | 0.0% | +35.4% | |
| Individuals | 145 | +20.8% | +16.7% | +12.7% | |