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Adviser Profile
| As of Date | 06/12/2026 |
| Registration | SEC, Approved, 07/15/2024 |
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| Former registrations | |
| ADV Location | LARKSPUR, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 499,304,934 127% |
| of that, discretionary | 499,304,934 127% |
| Number of Employees | 5 -17% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 499,304,934 17% |
| Avg Account Size | 499,304,934 127% |
| SMA’s | No |
| Private Funds | 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
499M
428M
357M
285M
214M
143M
71M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |