| Total AUM | $419.7M |
| Discretionary | $202.8M48% of AUM |
| Non-Discretionary | $216.8M |
| Client Accounts | 52 |
| Avg Account Size | $8.1M |
| Employees | 2 |
| Peak AUM | $622.4MMar 2025 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $420M | 32.6% | 9.7% | 5.7% | |
| Discretionary AUM | $203M | ||||
| Total AUM | $419.7M |
| Discretionary | $202.8M |
| Employees | 2 |
| Client Accounts | 52 |
Address
701 BRICKELL AVE
MIAMI FL 33131
Phone
305-579-9255
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$203M
48.3% of AUM
Non-Discretionary
$217M
51.7% of AUM
Disc. mix ▼ 19.6pp vs 1 year ago
Total AUM
$420M
| 52.0% |
| 19.8% |
| 16.1% |
| Non-Disc. AUM | $217M | +8.5% | +7.1% | +25.5% |
| Total Accounts | 52 | 0.0% | +3.4% | 1.1% |
| Avg Account Size | $8M | 32.6% | 12.7% | 4.6% |
| Employees | 2 | 33.3% | 12.6% | 12.7% |
| AUM / Employee | $210M | +1.1% | +3.3% | +8.1% |
Client AUM Segments | |||||
| Wealth AUM | $241M | +9.7% | +3.3% | +22.8% | |
| Fund / Pooled AUM | $178M | 55.7% | 20.2% | 17.7% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 33.3% | 12.6% | 27.1% | |
| Individuals | 6 | 14.3% | 9.1% | +14.6% | |