| Total AUM | $294.7M |
| Discretionary | $294.7M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $294.7M |
| Employees | 3 |
| Peak AUM | $294.7MMar 2026 |
| AUM CAGR | +112.4% /yrover 1 yrs · 3 filings |
Total AUM
$295M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $295M | — | — | — | — |
| Discretionary AUM | $295M | — | — | ||
| Total AUM | $294.7M |
| Discretionary | $294.7M |
| Employees | 3 |
| Client Accounts | 1 |
Phone
561-956-6530
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$295M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
No related registrations reported
— |
| Total Accounts | 1 | — | — | — | — |
| Avg Account Size | $295M | — | — | — | — |
| Employees | 3 | 0.0% | — | — | — |
| AUM / Employee | $98M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $295M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | — | — | — | — |