| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 01/27/2023 |
| ADV Location | NEWPORT BEACH, CA, United States |
| Contact Info | (94 xxxxxxx |
| Websites |
| AUM* | 16,503,921,924 23% |
| of that, discretionary | 16,503,921,924 23% |
| Number of Employees | 27 29% |
| of those in investment advisory functions | 7 -13% |
| Private Fund GAV* | 0 |
| Avg Account Size | 785,901,044 12% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- Selection of other advisers
- A percentage of assets under your management
No private funds