Adviser Profile
| As of Date | 08/26/2026 |
| Registration | SEC, Approved, 07/30/2024 |
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| Former registrations | |
| ADV Location | SEATTLE, WA, United States |
| Contact Info | (20 xxxxxxx |
| Websites |
| AUM* | 161,000,000 3% |
| of that, discretionary | 161,000,000 3% |
| Number of Employees | 15 -6% |
| of those in investment advisory functions | 10 25% |
| Private Fund GAV* | 98,307,394 -36% |
| Avg Account Size | 11,500,000 -41% |
| SMA’s | No |
| Private Funds | 15 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
161M
138M
115M
92M
69M
46M
23M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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