Adviser Profile

As of Date 04/28/2026
Registration SEC, Approved, 05/31/2024
ADV Location BEVERLY HILLS, CA, United States
Contact Info (31 xxxxxxx
Websites
AUM* 183,986,563 65%
of that, discretionary 183,986,563 65%
Number of Employees 11 22%
of those in investment advisory functions 10 43%
Private Fund GAV* 183,986,563 53%
Avg Account Size 183,986,563 65%
SMA’s No
Private Funds 2 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

184M 158M 131M 105M 79M 53M 26M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary