| Total AUM | $679.5M |
| Discretionary | $679.5M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $56.6M |
| Employees | 47 |
| Peak AUM | $1.90BMar 2023 |
| AUM CAGR | +10.8% /yrover 14 yrs · 21 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $680M | 54.6% | 29.0% | 17.7% | |
| Discretionary AUM | $680M | ||||
| Total AUM | $679.5M |
| Discretionary | $679.5M |
| Employees | 47 |
| Client Accounts | 12 |
Address
ONE TOWN CENTER, SUITE 600
BOCA RATON FL 33486
Phone
561-961-1000
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$680M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$680M
| 54.6% |
| 29.0% |
| 17.7% |
| Total Accounts | 12 | 14.3% | 11.0% | 3.0% |
| Avg Account Size | $57M | 47.0% | 20.3% | 15.1% |
| Employees | 47 | 28.8% | 2.7% | +2.3% |
| AUM / Employee | $14M | 36.3% | 27.0% | 19.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $680M | 54.6% | 29.0% | 17.7% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | 14.3% | 11.0% | 3.0% | |