Adviser Profile

As of Date 03/19/2026
Registration SEC, Approved, 02/16/2021
ADV Location SOUTH SAN FRANCISCO, CA, United States
Contact Info 650 xxxxxxx
Websites
AUM* 751,940,092 195%
of that, discretionary 751,940,092 195%
Number of Employees 5
of those in investment advisory functions 4
Private Fund GAV* 47,459,000 31%
Avg Account Size 125,323,349 97%
SMA’s No
Private Funds 3

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- Performance-based fees

Reported AUM

752M 645M 537M 430M 322M 215M 107M
2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary