Adviser Profile

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

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Selection of other advisers

Compensation Arrangments

- Fixed fees (other than subscription fees)

Reported AUM

181M 155M 129M 104M 78M 52M 26M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary