A continuously maintained graph of U.S. family offices: identity, team, observed investments, public holdings, relationships and dated signals of change. Facts, inferences and estimates are labelled as such, with the source and the date, on every row. Unknown is printed as unknown.

Family office profile

A•••• F••••• O••••• L••

The office, people and counterparty names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Miami, FLMulti-family officeidentity confidence 75%Top 500 by research priority

Why this class: registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction.

Not yet hand-verified
Last observed Sep 21, 2026 · 118 observations · 4 sources
3 people · 0 investments · 103 public positions · 53 events

Each reading is 0 to 100 from the listed components in the evidence section; hover a tile for what it measures. No evidence yet of: direct investing, external managers, private markets, sponsor-friendly, real estate, co-investment.

Overview
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Profile completeness 56% (high value, high value deep; the most valuable missing fact is direct investments)
identityclassificationwealth origincapital-scale evidencepeoplecontactsmandatedirect investmentsfund relationshipsco-investorssponsor relationshipsreal estatepublic holdingsrecent eventsprovenancefreshness
Classification
Multi-family office
Description
unknown
Headquarters
Miami, FL
Office address
1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131
Business phone
786-635-7162
Website
unknown
Year established
unknown
Assets under management
unknown
Foundation assets (IRS)
$225 across 1 related private foundation, per the IRS master file; the foundation's assets, not the office'sFact
Capital scale
Reported office AUM: unknown. 13F disclosed value $228M. Regulatory AUM $1.3B. Related foundation assets $225. These are different facts and are never added together.
Regulatory AUM (Form ADV)
$1.3B as of Mar 25, 2026, the adviser's regulatory assets, not the family's wealthFact
SEC registration
RIA since Jun 15, 2020 · 11 employeesFact
Client mix (Form ADV 5.D)
Corporations: 21 ($930M); High net worth individuals: 30 ($391M)Fact
Form 13F
$228M across 103 positions, quarter ended Mar 31, 2026. Long 13(f) securities only; never the whole portfolio.Fact
Classification history
  • Sep 12, 2026Multi-family office 75%registered adviser named as a family office serving many clients: a m••••••••• o••••• by constructionInference
Family and wealth origin
show
Family served
unknown
Source of wealth
unknown
Operating company origin
unknown

Not on the record yet. Family and wealth-origin claims are written only from cited public sources.

Team
3 peopleshow
PersonTitleResponsibilityBusiness contactSource
B•••• F••••• G•••Member; Chief Executive OfficerLeadershipnone on record
D••••• B•••••••Manager; Chief Compliance OfficerLeadership
phone: 7866357162 (published by the subject, May 14, 2026)
D••••• B•••••••Managing DirectorLeadership
phone: 7866357162 (published by the subject, May 14, 2026)
sec.gov Fact
Office contact points
Business phone: 786-635-7162 (published by the subject) adviserinfo.sec.gov
Office address: 1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131 (published by the subject) sec.gov
Website: linkedin.com (published by the subject) adviserinfo.sec.gov
Investment mandate
show

inferred only: public equity book 228480129.0

Stated (their words, cited)
No cited statement of mandate on the record.
Observed (from the investment record)
No investments on the record yet, so nothing is observed.
Inferred (regulatory shape and team)
Public equity book
$228M Inference
13F table value, quarter ended 2026-03-31; long 13(f) securities only
Invests directly
unknown
Allocates to managers
unknown
Asset classes
unknown
Sectors
unknown
Geography
unknown
Check size
unknown
Direct investments
show
No substantiated direct investment on the record. Absence here is absence of evidence, not evidence of absence.
Fund and manager relationships
show
No fund commitment or manager relationship on the record. Commitment amounts are shown only when public.
Public stakes and holdings
40 positionsshow
Form 13F holdings

Top 40 positions of 103 for the quarter ended Mar 31, 2026; $204M shown of $228M reported. Long 13(f) securities only. Never presented as the whole portfolio.

IssuerClassValueSharesWeight
S••• S•• 5•• E•• T•TR UNIT$46.6M71,63620.4%
I•••••• T•MSCI EAFE ETF$28.8M296,57512.6%
V••••••• I•••• F••S&P 500 ETF SHS$16.9M28,3647.4%
S••• G••• T•G••• SHS$10.6M24,6424.6%
I•••••• T•MSCI EMG MKT ETF$8.2M144,4573.6%
S••• I•••• S•• F••EURO STOXX 50$6.8M110,1493.0%
V••••••• I•••• F••REAL ESTATE ETF$5.8M64,9192.5%
I•••••• I••CORE MSCI EMKT$5.4M77,9352.4%
I•••••• T•CORE MSCI EAFE$5.3M57,9312.3%
I•••••• G••• T•I•••••• NEW$5.2M58,4922.3%
I•••••• T•CORE S&P TTL STK$5.0M35,3262.2%
I•••••• T•U.S. REAL ES ETF$4.7M49,8732.1%
B•••••••• H••••••• I•• D••CL A$4.3M61.9%
F•••• T• E••••••••• F•COMMON SHS$4.0M226,9031.8%
I•••••• B•••••• T•••• E••SHS BEN INT$3.7M96,1321.6%
V••••••• I••• E••••• I•••• F•TT WRLD ST ETF$3.4M24,2951.5%
I•••••• T•IBOXX HI YD ETF$3.3M40,9191.4%
V••••••• I••• E••••• I•••• F•FTSE EMR MKT ETF$3.1M56,3961.3%
I•••••• Q•• T•UNIT SER 1$2.9M5,0281.3%
F•••• T• E••• T•• A••••• F•DEV MRK EX US$2.8M32,0521.2%
I•••••• I••JP MRG EM CRP BD$2.5M88,5421.1%
I•••••• T•CORE S&P500 ETF$1.9M2,8700.8%
I•••••• T•IBOXX INV CP ETF$1.9M17,0390.8%
V••••••• W•••••••• F••HIGH DIV YLD$1.7M11,7950.8%
M•••••••• C•••COM$1.6M4,2330.7%
I•••••• T•RUSSELL 2000 ETF$1.5M6,1180.7%
I•••••• T•MSCI USA QLT FCT$1.4M7,2180.6%
N••••• C•••••••••COM$1.4M7,8310.6%
P•••• F•• T•US CASH COWS 100$1.3M21,5540.6%
B•••••••• H••••••• I•• D••CL B NEW$1.3M2,6720.6%
S••••• S••••• S••• T•FINANCIAL$1.2M24,7920.5%
I•••••• T•CORE S&P MCP ETF$1.2M18,0520.5%
I•••••• T•MSCI UK ETF NEW$1.2M26,6680.5%
V••••••• I••• E••••• I•••• F•FTSE EUROPE ETF$1.1M13,3910.5%
A••••••• I••CAP STK CL C$1.1M3,7730.5%
S••••• S••••• S••• T•SBI INT-UTILS$1.0M22,6100.5%
V••••••• T••••••••• I••• F•FTSE DEV MKT ETF$1.0M16,0500.5%
V••••••• I•••• F••VALUE ETF$999,8355,0960.4%
W••••••••• T•US QTLY DIV GRT$957,45610,9000.4%
I•••••• T•ISHS 1-5YR INVS$874,59816,6400.4%
Changes between the last two quarters
  • Mar 31, 2026 A•••• F••••• O••••• L•• increased I•••••• Q•• T• 3,670 -> 5,028 shares ($2,254,518 -> $2,902,061) sec.gov
  • Mar 31, 2026 A•••• F••••• O••••• L•• increased V••••••• I•••• F•• 20,823 -> 28,364 shares ($12,562,788 -> $16,947,969) sec.gov
  • Mar 31, 2026 A•••• F••••• O••••• L•• increased I•••••• B•••••• T•••• E•• 13,905 -> 96,132 shares ($690,383 -> $3,693,391) sec.gov
  • Mar 31, 2026 A•••• F••••• O••••• L•• increased V••••••• I••• E••••• I•••• F• 32,520 -> 56,396 shares ($1,752,576 -> $3,052,528) sec.gov
  • Dec 31, 2025 A•••• F••••• O••••• L•• exited Alibaba Group Hldg Ltd (was $3,269,171, 140,300 shares) sec.gov
  • Sep 30, 2025 A•••• F••••• O••••• L•• opened a $2,262,004 position in F•••• T• E••• T•• A••••• F• (30,012 shares) sec.gov
  • Sep 30, 2025 A•••• F••••• O••••• L•• increased I•••••• I•• 56,704 -> 77,330 shares ($3,403,941 -> $5,097,594) sec.gov
  • Sep 30, 2025 A•••• F••••• O••••• L•• opened a $3,503,629 position in F•••• T• E••••••••• F• (216,943 shares) sec.gov
  • Sep 30, 2025 A•••• F••••• O••••• L•• reduced V••••••• I••• E••••• I•••• F• 52,478 -> 32,600 shares ($2,595,562 -> $1,766,268) sec.gov
  • Sep 30, 2025 A•••• F••••• O••••• L•• increased I•••••• T• 37,855 -> 50,368 shares ($3,583,435 -> $4,884,595) sec.gov
  • Sep 30, 2025 A•••• F••••• O••••• L•• increased V••••••• I•••• F•• 7,551 -> 20,807 shares ($4,295,266 -> $12,764,007) sec.gov
  • Sep 30, 2025 A•••• F••••• O••••• L•• reduced I•••••• Q•• T• 4,922 -> 3,328 shares ($2,718,007 -> $2,000,266) sec.gov
  • Sep 30, 2025 A•••• F••••• O••••• L•• reduced I•••••• T• 4,104 -> 2,604 shares ($2,590,174 -> $1,742,857) sec.gov
  • Sep 30, 2025 A•••• F••••• O••••• L•• reduced S••• I•••• S•• F•• 146,206 -> 94,838 shares ($8,732,884 -> $5,891,337) sec.gov
  • Jun 30, 2025 A•••• F••••• O••••• L•• increased I•••••• I•• 45,227 -> 86,497 shares ($2,043,356 -> $2,356,128) sec.gov
  • Jun 30, 2025 A•••• F••••• O••••• L•• reduced Invesco Exchange Traded Fd T 13,237 -> 9,373 shares ($2,293,046 -> $1,703,449) sec.gov
  • Jun 30, 2025 A•••• F••••• O••••• L•• reduced I•••••• T• 121,928 -> 53,125 shares ($9,223,853 -> $4,434,527) sec.gov
  • Jun 30, 2025 A•••• F••••• O••••• L•• opened a $2,013,126 position in Alibaba Group Hldg Ltd (140,300 shares) sec.gov
  • Mar 31, 2025 A•••• F••••• O••••• L•• reduced V••••••• I•••• F•• 10,780 -> 7,993 shares ($5,808,372 -> $4,107,692) sec.gov
  • Mar 31, 2025 A•••• F••••• O••••• L•• increased I•••••• I•• 24,862 -> 45,227 shares ($1,104,367 -> $2,043,356) sec.gov
  • Dec 31, 2024 A•••• F••••• O••••• L•• increased I•••••• I•• 43,243 -> 55,399 shares ($2,231,339 -> $2,892,936) sec.gov
  • Dec 31, 2024 A•••• F••••• O••••• L•• increased I•••••• T• 25,029 -> 31,856 shares ($2,249,081 -> $2,964,126) sec.gov
  • Dec 31, 2024 A•••• F••••• O••••• L•• increased I•••••• T• 6,436 -> 11,338 shares ($1,353,491 -> $2,505,244) sec.gov
  • Dec 31, 2024 A•••• F••••• O••••• L•• increased B•••••••• H••••••• I•• D•• 4 -> 5 shares ($2,537,760 -> $3,404,600) sec.gov
  • Dec 31, 2024 A•••• F••••• O••••• L•• increased V••••••• I••• E••••• I•••• F• 37,002 -> 48,218 shares ($1,543,849 -> $2,123,521) sec.gov
Real estate
show
No documented real estate ownership link. A property is attributed to an office only through a documented control relationship, never from a surname.
Co-investors
show
No co-investor on the record.
Independent sponsor relationships
show
No cited relationship to an independent sponsor.
Related entities
2show
Signals and timeline
1show

Most significant first: what kind of change it is, its size, whose change it is, and how recent. 1 events. 13F position changes are under Public stakes and holdings.

  • Sep 11, 2026Office discoveredA•••• F••••• O••••• L•• found on the SEC adviser roster (name)DiscoveryInferenceadviserinfo.sec.gov
Sources and evidence
118show

Every observation behind this profile: the value, when it was effective, the source, the quote where there is one, and whether it is a fact, an inference or an estimate. 118 shown.

Score components
Freshness
+100 d••• s•••• t•• n••••• s••••••••• f••• o• a•••••• v••••••••• (8 days)
Contactability
+40 n•••• d••••••••• (D••••• B••••••• (Managing Director); B•••• F••••• G••• (Member; Chief Executive Officer); D••••• B••••••• (Manager; Chief Compliance Officer))
+20 v••••••• b••••••• p••••• (3)
+10 o••••• a••••••
Data confidence
+10 p•••••
+5 p••••• h•••••••
+10 r••••••••• r•••••
+20 i••••••••• s•••••• (4 sources)
Active deployment
no components; scored 0
Exists confidence
+50 r••••••••• i••••••••• •••• C•• o• E•••
+30 i••••••••• s•••••• (4 sources)
Research priority
+16 c•••••• s•••• ••••••• o• 1••• R•••• A••• f••••••••• a•••••• ($1,321,658,406)
+8 m••••••••• o•••••
+2 n• w•••••• k•••• •••••••• w•••• f••• o•••
+0 r••• (341)
Mandate confidence
no components; scored 0
Identity confidence
+75 c••••••••• (CONFIRMED_MFO (registered adviser named as a family office serving many clients: a m••••••••• o••••• by construction))
Real estate propensity
no components; scored 0
Co investment propensity
no components; scored 0
Family identity confidence
no components; scored 0
Private markets propensity
no components; scored 0
Current activity confidence
+25 f•••• a• 1•• f•• a• r••••• q•••••• ••• e••••• o•••••••• n•• d•••••••••
+25 a• s••••••••• f••• w••••• 1• m••••• (8 days)
External manager propensity
no components; scored 0
Direct investment propensity
no components; scored 0
Independent sponsor propensity
no components; scored 0
FactValueEffectiveSourceClass
Form ADV firm typeRIAMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV admission signalnameMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Latest Form ADV filing2026-03-25Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A•••• F••••• O••••• L•• | Family Governance International LLCSep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A•••• F••••• O••••• L•• | Family Governance International LLCSep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A•••• F••••• O••••• L•• | Family Governance International LLCSep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other names (Form ADV 1.B)A•••• F••••• O••••• L•• | Family Governance International LLCSep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Other services (Form ADV)CONSULTING SERVICESMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Advisory services (Form ADV 5.G)portfolio_management_individuals,portfolio_management_businesses_institutions,otherMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Form ADV statusApprovedMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
SEC status effective2020-06-15Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 21, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 20, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 19, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Branch offices1Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Business phone786-635-7162Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
High net worth clients30Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Client mix (Form ADV 5.D){"corporations":{"clients":21,"raum_usd":930294492,"fewer_than_5":false},"high_net_worth_individuals":{"clients":30,"raum_usd":391363914,"fewer_than_5":false}}Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Edgar entity typeotherSep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Edgar forms13F-HR,13F-HR/ASep 12, 2026SEC EDGAR entity submissions record (filer profile: forms filed, SIC, entity type, website) sec.govFact
Employees11Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Filing address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Filing address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F filerYMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F admission signalnameMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Other managers on 13F0Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2026-03-31Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-12-31Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-09-30Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-06-30Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2025-03-31Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-12-31Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-09-30Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-06-30Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Latest 13F quarter2024-03-31Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions103Mar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions101Dec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions101Sep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions97Jun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions99Mar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions95Dec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions93Sep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions84Jun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F positions82Mar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$228MMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$214MDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$211MSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$202MJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$183MMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$180MDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$186MSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$166MJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
13F table value$170MMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 31, 2026SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
HeadquartersMiami, FLDec 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLSep 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLJun 30, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 31, 2025SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLDec 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLSep 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLJun 30, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
HeadquartersMiami, FLMar 31, 2024SEC Form 13F data sets (quarterly holdings, all filers) sec.govFact
Legal formLimited Liability CompanyMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Office address1200 BRICKELL AVENUE, SUITE 800, Miami, FL, 33131Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private funds advised0Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Private fund gross assets$0Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• accounts51Mar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• hnw usd$391MMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
R••• usd$1.3BMar 25, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) adviserinfo.sec.govFact
Schedule a rows2Sep 11, 2026SEC Form ADV monthly roster (RIA + exempt reporting advisers) reports.adviserinfo.sec.govFact
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