| As of Date | 03/24/2026 |
| Registration | SEC, Approved, 03/18/2024 |
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| ADV Location | WINDSOR, CA, United States |
| Contact Info | 909 xxxxxxx |
| Websites |
| AUM* | 197,175,570 1% |
| of that, discretionary | 197,175,570 1% |
| Number of Employees | 3 200% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 164,274,071 -15% |
| Avg Account Size | 32,862,595 1% |
| SMA’s | No |
| Private Funds | 6 |
- 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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