| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 03/15/2024 |
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| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 787,525,356 5% |
| of that, discretionary | 787,525,356 5% |
| Number of Employees | 33 -27% |
| of those in investment advisory functions | 33 -27% |
| Private Fund GAV* | 787,525,356 -8% |
| Avg Account Size | 262,508,452 5% |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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