Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 01/03/2023
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 1,108,150,200 645%
of that, discretionary 1,108,150,200 645%
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 1,108,150,200 645%
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser to a company which has elected to be a business development company

Client Types

- Business development companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

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

Reported AUM

1B 950M 792M 633M 475M 317M 158M
2022 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees