| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 07/29/2024 |
| ADV Location | SEATTLE, WA, United States |
| Contact Info | 206 xxxxxxx |
| Websites |
| AUM* | 279,640,377 72% |
| of that, discretionary | 279,640,377 72% |
| Number of Employees | 3 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 521,910,608 183% |
| Avg Account Size | 139,820,189 -14% |
| SMA’s | No |
| Private Funds | 2 2 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Commissions
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |