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Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 04/25/2024
Other registrations (1)
ADV Location SAN FRANCISCO, CA, United States
Contact Info 415 xxxxxxx
Websites
AUM* 1,428,468,373 8%
of that, discretionary 1,428,468,373 8%
Number of Employees 10 -9%
of those in investment advisory functions 8
Private Fund GAV* 0
Avg Account Size 357,117,093 35%
SMA’s No
Private Funds 0 1

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

1B 1B 1B 816M 612M 408M 204M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Brochure Summary