{{ Info.Overview }}
Adviser Profile
| As of Date | 04/20/2026 |
| Registration | SEC, Approved, 07/29/2024 |
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| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 239,398,693 -23% |
| of that, discretionary | 239,398,693 -23% |
| Number of Employees | 5 -29% |
| of those in investment advisory functions | 4 -33% |
| Private Fund GAV* | 239,398,693 -20% |
| Avg Account Size | 79,799,564 -23% |
| SMA’s | No |
| Private Funds | 4 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
311M
266M
222M
178M
133M
89M
44M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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