Adviser Profile
| As of Date | 07/01/2021 |
| Registration status | Terminated |
| ADV Location | OAKLAND, CA, United States |
| AUM* | 111,036,400 |
| of that, discretionary | 111,036,400 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 37,012,133 |
| SMA’s | Yes |
| Private Funds | 0 2 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Other
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
131M
113M
94M
75M
56M
38M
19M
2019
2020
2021