Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 10/23/2018
Other registrations (1)
ADV Location SANTA BARBARA, CA, United States
Contact Info 805 xxxxxxx
Websites
AUM* 13,000,000 8%
of that, discretionary 13,000,000 8%
Number of Employees 3
of those in investment advisory functions 3
Private Fund GAV* 13,000,000
Avg Account Size 13,000,000 8%
SMA’s No
Private Funds 1

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

13M 11M 9M 7M 6M 4M 2M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary