| As of Date | 04/17/2026 |
| Registration | SEC, Approved, 04/04/2024 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | (62 xxxxxxx |
| Websites |
| AUM* | 992,895,205 548% |
| of that, discretionary | 992,895,205 548% |
| Number of Employees | 10 400% |
| of those in investment advisory functions | 7 250% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,591,178 53% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds