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Building 2OCTOGONE NA

Map pinMIAMI, FL
Phone305-677-9559
NotebookSEC #801-112433
Total AUM
$516.9M
Employees
12
Clients
89

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1395 BRICKELL AVE.
STE 1180
MIAMI
FL 33131
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
305-677-9559

ReceiptFinancials

Total AUM
$516.9M
Accounts
89
Discretionary
$251.5M
Accounts
59
Non-Discretionary
$265.5M
Accounts
30

ContactClients

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Individual Clients
18
AUM
$13.1M
HNW Individual Clients
12
AUM
$19M
Pooled Vehicle Clients
6
AUM
$111.7M
Corporation or Business Clients
53
AUM
$373.2M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
RESEARCH
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FLMI

HandshakeAffiliates

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Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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