Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 04/25/2024
ADV Location EL SEGUNDO, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 383,862,367 276%
of that, discretionary 383,862,367 276%
Number of Employees 15 -12%
of those in investment advisory functions 13 -24%
Private Fund GAV* 383,862,367 304%
Avg Account Size 95,965,592 88%
SMA’s No
Private Funds 6 4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

384M 329M 274M 219M 165M 110M 55M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary