| As of Date | 01/21/2026 |
| Registration | SEC, Approved, 08/25/2017 |
| ADV Location | SAN ANSELMO, CA, United States |
| Contact Info | 415 xxxxxxx |
| AUM* | 375,612,068 14% |
| of that, discretionary | 248,349,305 17% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 922,880 13% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds