| As of Date | 09/09/2026 |
| Registration | SEC, Approved, 09/06/2023 |
| ADV Location | CARMEL BY THE SEA, CA, United States |
| Contact Info | 402 xxxxxxx |
| Websites |
| AUM* | 322,063 -35% |
| of that, discretionary | 322,063 -35% |
| Number of Employees | 1 |
| of those in investment advisory functions | |
| Private Fund GAV* | 0 |
| Avg Account Size | 161,032 -35% |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Portfolio management for businesses
No private funds