Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 02/16/2024 |
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| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 707 xxxxxxx |
| Websites |
| AUM* | 334,730,631 227% |
| of that, discretionary | 140,332,020 37% |
| Number of Employees | 40 700% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 132,401,295 -80% |
| Avg Account Size | 1,208,414 -12% |
| % High Net Worth | 79.42% 100% |
| SMA’s | No |
| Private Funds | 2 1 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
597M
512M
426M
341M
256M
171M
85M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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