Adviser Profile

As of Date 02/28/2024
Registration status Terminated
ADV Location LOS ANGELES, CA, United States
Contact Info 424 xxxxxxx
Websites
AUM* 58,700,000
of that, discretionary 58,700,000
Number of Employees 11
of those in investment advisory functions 10
Private Fund GAV* 0
Avg Account Size 29,350,000
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

59M 50M 42M 34M 25M 17M 8M
2023
Discretionary
Non-discretionary

Private Funds

Employees

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