Adviser Profile
| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 07/17/2024 |
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| Former registrations | |
| ADV Location | BEVERLY HILLS, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 414,973,544 28% |
| of that, discretionary | 414,973,544 28% |
| Number of Employees | 9 29% |
| of those in investment advisory functions | 7 17% |
| Private Fund GAV* | 414,973,544 10% |
| Avg Account Size | 59,281,935 -9% |
| SMA’s | No |
| Private Funds | 8 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
415M
356M
296M
237M
178M
119M
59M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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