Adviser Profile

As of Date 06/01/2025
Registration status Terminated
Contact Info 925 xxxxxxx
Websites
AUM* 53,269,930 44%
of that, discretionary 53,269,930 44%
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 26,634,965 44%
SMA’s No
Private Funds 0 1

Adviser Type

- Mid-sized advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

53M 46M 38M 30M 23M 15M 8M
2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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Brochure Summary