| Total AUM | $110.5M |
| Discretionary | $110.5M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $27.6M |
| Employees | 3 |
| Peak AUM | $110.5MMar 2025 |
Total AUM
$111M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $111M | +14.9% | +18.2% | — | |
| Discretionary AUM | $111M | ||||
| Total AUM | $110.5M |
| Discretionary | $110.5M |
| Employees | 3 |
| Client Accounts | 4 |
Address
1691 MICHIGAN AVENUE
MIAMI BEACH FL 33139
Phone
786-206-3126
Filing History
8 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$111M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| +14.9% |
| +18.2% |
| — |
| Total Accounts | 4 | 0.0% | 0.0% | — |
| Avg Account Size | $28M | +14.9% | +18.2% | — |
| Employees | 3 | 0.0% | 0.0% | — |
| AUM / Employee | $37M | +14.9% | +18.2% | — |
Client AUM Segments | |||||
| Institutional AUM | $50M | 33.3% | 0.0% | — | |
| Fund / Pooled AUM | $61M | +185.5% | +52.7% | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | — | |