Adviser Profile

As of Date 03/28/2026
Registration SEC, Approved, 01/31/1975
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 2,554,924,000 18%
of that, discretionary 2,554,733,000 18%
Number of Employees 25 -4%
of those in investment advisory functions 11
Private Fund GAV* 0 -100%
Avg Account Size 32,340,810 30%
% High Net Worth 6.33% 10%
SMA’s Yes
Private Funds 0 1

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
- Pension and profit sharing plans
- Charitable organizations
- State or municipal government entities
- Insurance companies
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 2B 2B 2B 1B 759M 380M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary