Adviser Profile

As of Date 08/01/2026
Registration SEC, Approved, 06/26/2020
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 1,773,700,776 -20%
of that, discretionary 377,546,752 -25%
Number of Employees 28 -35%
of those in investment advisory functions 10 -41%
Private Fund GAV* 0
Avg Account Size 110,856,299 -15%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

2B 2B 1B 1B 829M 553M 276M
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary