| As of Date | 02/19/2026 |
| Registration | SEC, Approved, 04/01/2024 |
|
|
|
| ADV Location | PALO ALTO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 151,574,482 43% |
| of that, discretionary | 151,574,482 43% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 5,041,376 7% |
| Avg Account Size | 343,706 37% |
| % High Net Worth | 38.46% 16% |
| SMA’s | No |
| Private Funds | 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |