| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 11/03/2023 |
| ADV Location | SANTA MONICA, CA, United States |
| Contact Info | 424 xxxxxxx |
| Websites |
| AUM* | 187,138,974 5211% |
| of that, discretionary | 187,138,974 5211% |
| Number of Employees | 3 -25% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 62,379,658 1670% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds