| As of Date | 09/20/2023 |
| Registration status | Terminated |
| ADV Location | PACIFIC GROVE, CA, United States |
| Contact Info | 704 xxxxxxx |
| Websites |
| AUM* | 181,173,557 104% |
| of that, discretionary | 0 |
| Number of Employees | 5 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- Fixed fees (other than subscription fees)
No private funds