| As of Date | 04/03/2025 |
| Registration | SEC, Approved, 10/22/2020 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 10,300,000 116% |
| of that, discretionary | 0 |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 1 -67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 10,300,000 148% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds