| As of Date | 09/02/2026 |
| Registration | SEC, Approved, 11/15/2019 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 323 xxxxxxx |
| Websites |
| AUM* | 134,218,190 35% |
| of that, discretionary | 134,218,190 35% |
| Number of Employees | 160 -6% |
| of those in investment advisory functions | 16 23% |
| Private Fund GAV* | 0 |
| Avg Account Size | 134,218,190 35% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds