Adviser Profile

As of Date 03/23/2026
Registration SEC, Approved, 12/08/2022
Other registrations (1)
ADV Location LOS ANGELES, CA, United States
Contact Info 206 xxxxxxx
Websites
AUM* 247,496,668 66%
of that, discretionary 247,496,668 66%
Number of Employees 7 17%
of those in investment advisory functions 6 20%
Private Fund GAV* 172,242,180 208%
Avg Account Size 49,499,334 32%
SMA’s No
Private Funds 4 1

Adviser Type

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

Client Types

- Investment companies
- Pooled investment vehicles

Advisory Activities

- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

247M 212M 177M 141M 106M 71M 35M
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary