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Adviser Profile

As of Date 04/11/2025
Adviser Type - Large advisory firm
Number of Employees 7 16.67%
of those in investment advisory functions 5 66.67%
Registration California, Terminated, 06/24/2023
Other registrations (9)

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions

Reported AUM

103M 88M 74M 59M 44M 29M 15M
2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count1 GAV$6,289,649

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Brochure Summary