| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/22/2024 |
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| Former registrations | |
| ADV Location | STUDIO CITY, CA, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 129,213,941 -17% |
| of that, discretionary | 89,632,791 1% |
| Number of Employees | 9 |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 110,917,982 9% |
| Avg Account Size | 16,151,743 -27% |
| SMA’s | No |
| Private Funds | 5 2 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |