| Total AUM | $583.5M |
| Discretionary | $583.5M100% of AUM |
| Client Accounts | 8 |
| Avg Account Size | $72.9M |
| Employees | 1 |
| Peak AUM | $1.50BMar 2019 |
| AUM CAGR | +3.5% /yrover 14 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $583M | +6.8% | 18.2% | 17.2% | |
| Discretionary AUM | |||||
| Total AUM | $583.5M |
| Discretionary | $583.5M |
| Employees | 1 |
| Client Accounts | 8 |
Address
18 SHELDRAKE LANE
PALM BEACH GARDENS FL 33418
Phone
9175127051
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$583M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$583M
| $583M |
| +6.8% |
| 18.2% |
| 17.2% |
| Total Accounts | 8 | 0.0% | 3.8% | 4.4% |
| Avg Account Size | $73M | +6.8% | 14.9% | 13.4% |
| Employees | 1 | 0.0% | 51.9% | 36.9% |
| AUM / Employee | $583M | +6.8% | +70.1% | +31.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $583M | +6.8% | 18.2% | 17.2% | |
Client Count Segments | |||||
| Pooled / Fund | 8 | 0.0% | 3.8% | 4.4% | |