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Adviser Profile

As of Date 08/21/2026
Registration SEC, Approved, 05/09/2024
Other registrations (1)
ADV Location BEVERLY HILLS, CA, United States
Contact Info (31 xxxxxxx
Websites
AUM* 1,389,352,262 207%
of that, discretionary 1,320,084,764 192%
Number of Employees 7 75%
of those in investment advisory functions 7 75%
Private Fund GAV* 180,000,000
Avg Account Size 3,323,809 105%
% High Net Worth 100.00% 18%
SMA’s No
Private Funds 1 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

556M 477M 397M 318M 238M 159M 79M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary