Adviser Profile

As of Date 02/06/2026
Registration SEC, Approved, 12/17/2018
ADV Location ROLLING HILLS, CA, United States
Contact Info 646 xxxxxxx
Websites
AUM* 33,100,000 -17%
of that, discretionary 33,100,000 -17%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 33,100,000 -17%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

46M 39M 33M 26M 20M 13M 7M
2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary