| As of Date | 06/12/2026 |
| Registration | SEC, Approved, 07/24/2024 |
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| Former registrations | |
| ADV Location | OAKLAND, CA, United States |
| Contact Info | 510 xxxxxxx |
| Websites |
| AUM* | 201,179,040 33% |
| of that, discretionary | 201,179,040 33% |
| Number of Employees | 3 -40% |
| of those in investment advisory functions | 2 -33% |
| Private Fund GAV* | 201,179,039 23% |
| Avg Account Size | 14,369,931 24% |
| SMA’s | No |
| Private Funds | 15 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| {{ TypeColumnLabel }} | Count | GAV |
|---|---|---|
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