| Total AUM | $1.13B |
| Discretionary | $1.13B100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $188.0M |
| Employees | 3 |
| Peak AUM | $1.13BMar 2022 |
| AUM CAGR | +11.5% /yrover 9 yrs · 18 filings |
Total AUM
$1.1B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +7.7% | +2.6% | +10.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.13B |
| Discretionary | $1.13B |
| Employees | 3 |
| Client Accounts | 6 |
| Client Range | 0 |
Address
4445 NORTH A1A
VERO BEACH FL 32963
Phone
772-492-3523
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $1.1B |
| +7.7% |
| +2.6% |
| +10.5% |
| Total Accounts | 6 | 0.0% | 0.0% | +8.4% |
| Avg Account Size | $188M | +7.7% | +2.6% | +1.9% |
| Employees | 3 | 0.0% | 9.1% | 0.0% |
| AUM / Employee | $376M | +7.7% | +12.9% | +10.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.1B | +7.7% | +2.6% | +10.5% | |
Client Count Segments | |||||
| Pooled / Fund | 6 | 0.0% | 0.0% | +8.4% | |