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Adviser Profile

As of Date 07/28/2026
Registration SEC, Approved, 02/10/2023
Other registrations (1)
ADV Location SAN FRANCISCO, CA, United States
Contact Info 888 xxxxxxx
Websites
AUM* 279,214,543 7181%
of that, discretionary 279,214,543 7181%
Number of Employees 10 233%
of those in investment advisory functions 2 100%
Private Fund GAV* 0
Avg Account Size 27,921,454 628%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

279M 239M 199M 160M 120M 80M 40M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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