| As of Date | 05/27/2026 |
| Registration | SEC, Approved, 06/22/2017 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 1 ( xxxxxxx |
| Websites |
| AUM* | 2,136,093,838 -34% |
| of that, discretionary | 2,136,093,838 -34% |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 2,136,093,838 -34% |
| SMA’s | Yes |
| Private Funds | 0 |
- Other
No private funds