| As of Date | 06/16/2026 |
| Registration | SEC, Approved, 07/29/2024 |
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| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 1,340,853,000 632% |
| of that, discretionary | 1,340,853,000 632% |
| Number of Employees | 37 42% |
| of those in investment advisory functions | 20 18% |
| Private Fund GAV* | 1,340,853,000 216% |
| Avg Account Size | 446,951,000 144% |
| SMA’s | No |
| Private Funds | 3 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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