| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 07/24/2024 |
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| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 2,344,170,698 -2% |
| of that, discretionary | 1,757,630,418 -12% |
| Number of Employees | 18 13% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 10,053,125 151% |
| Avg Account Size | 1,141,271 -7% |
| % High Net Worth | 68.70% -23% |
| SMA’s | No |
| Private Funds | 3 3 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
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