| Total AUM | $196.8M |
| Discretionary | $196.8M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $49.2M |
| Employees | 1 |
| Peak AUM | $196.8MMay 2026 |
| AUM CAGR | +122.7% /yrover 1 yrs · 14 filings |
Total AUM
$197M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $197M | — | — | — | |
| Discretionary AUM | $197M | — | |||
| Total AUM | $196.8M |
| Discretionary | $196.8M |
| Employees | 1 |
| Client Accounts | 4 |
| Client Range | 1-10 |
Phone
(561) 302-5183
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$197M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
| — |
| Total Accounts | 4 | — | — | — |
| Avg Account Size | $49M | — | — | — |
| Employees | 1 | — | — | — |
| AUM / Employee | $197M | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $197M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | — | — | — | |