| Total AUM | $569.6M |
| Discretionary | $569.6M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $189.9M |
| Employees | 9 |
| Peak AUM | $919.9MMar 2020 |
Total AUM
$570M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $570M | +21.6% | +8.7% | 2.8% | |
| Discretionary AUM | |||||
| Total AUM | $569.6M |
| Discretionary | $569.6M |
| Employees | 9 |
| Client Accounts | 3 |
Address
78 SW 7TH ST
MIAMI FL 33130
Phone
305-722-4300
Filing History
44 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$570M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $570M |
| +21.6% |
| +8.7% |
| 2.8% |
| Total Accounts | 3 | 0.0% | 0.0% | 9.6% |
| Avg Account Size | $190M | +21.6% | +8.7% | +7.5% |
| Employees | 9 | 10.0% | 0.0% | 7.0% |
| AUM / Employee | $63M | +35.1% | +8.7% | +4.5% |
Client AUM Segments | |||||
| Institutional AUM | $354M | +34.1% | +11.4% | 3.6% | |
| Fund / Pooled AUM | $216M | +5.5% | +4.6% | +10.2% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | +14.6% | |