| As of Date | 01/13/2026 |
| Registration | SEC, Approved, 04/13/2020 |
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| ADV Location | MENLO PARK, CA, United States |
| Contact Info | 510 xxxxxxx |
| Websites |
| AUM* | 329,640,421 22% |
| of that, discretionary | 66,684,098 62% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 523,239 29% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds