| Total AUM | $210.0M |
| Discretionary | $210.0M100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $16.2M |
| Employees | 20 |
| Peak AUM | $210.0MMar 2026 |
| AUM CAGR | +27.5% /yrover 3 yrs · 9 filings |
Total AUM
$210M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $210M | +41.1% | +27.5% | — | |
| Discretionary AUM | $210M | ||||
| Total AUM | $210.0M |
| Discretionary | $210.0M |
| Employees | 20 |
| Client Accounts | 13 |
Address
1450 BRICKELL AVENUE
MIAMI FL 33131
Phone
786-866-8010
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$210M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| +41.1% |
| +27.5% |
| — |
| Total Accounts | 13 | +116.7% | +33.6% | — |
| Avg Account Size | $16M | 34.9% | 4.6% | — |
| Employees | 20 | 4.8% | +4.0% | — |
| AUM / Employee | $11M | +48.2% | +22.6% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $210M | +41.1% | +27.5% | — | |
Client Count Segments | |||||
| Pooled / Fund | 13 | +116.7% | +33.6% | — | |