Adviser Profile

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

Adviser Type

- Large advisory firm

Client Types

- Other

Advisory Activities

Compensation Arrangments

Reported AUM

4B 3B 3B 2B 2B 1B 508M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary