Adviser Profile

As of Date 04/01/2026
Registration SEC, Approved, 11/06/2015
Other registrations (1)
ADV Location MANHATTAN BEACH, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 282,803,356 1%
of that, discretionary 282,803,356 1%
Number of Employees 19 -41%
of those in investment advisory functions 8 -43%
Private Fund GAV* 0
Avg Account Size 282,803,356 1%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

409M 351M 292M 234M 175M 117M 58M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary