| As of Date | 05/11/2026 |
| Registration | SEC, Approved, 03/06/2024 |
| ADV Location | SEATTLE, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 2,693,146,865 23% |
| of that, discretionary | 2,693,146,865 23% |
| Number of Employees | 8 -11% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 2,693,146,865 15% |
| Avg Account Size | 897,715,622 -18% |
| SMA’s | No |
| Private Funds | 3 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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