| Total AUM | $306.7M |
| Discretionary | $00% of AUM |
| Non-Discretionary | $306.7M |
| Client Accounts | 52 |
| Avg Account Size | $5.9M |
| Employees | 7 |
| Peak AUM | $306.7MMar 2026 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $307M | +8.2% | +12.8% | +35.7% | |
| Non-Disc. AUM | $307M | ||||
| Total AUM | $306.7M |
| Discretionary | $0 |
| Employees | 7 |
| Client Accounts | 52 |
Address
2665 SOUTH BAYSHORE DRIVE
COCONUT GROVE FL 33133
Phone
305-882-9240
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$307M
100.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| +15.7% /yrover 7 yrs · 20 filings |
Total AUM
$307M
| +8.2% |
| +12.8% |
| +35.7% |
| Total Accounts | 52 | +13.0% | +10.7% | +6.5% |
| Avg Account Size | $6M | 4.3% | +1.9% | +27.4% |
| Employees | 7 | 0.0% | +19.9% | +18.5% |
| AUM / Employee | $44M | +8.2% | 5.9% | +14.5% |
Client AUM Segments | |||||
| Wealth AUM | $77M | 72.7% | 27.8% | +50.1% | |
| Institutional AUM | $229M | — | — | +32.3% | |
Client Count Segments | |||||
| Institutional | 36 | — | — | +16.2% | |
| Individuals | 16 | 65.2% | 24.4% | +14.9% | |