Adviser Profile
| As of Date | 05/15/2026 |
| Registration | SEC, Approved, 07/25/2024 |
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| Former registrations | |
| ADV Location | SAN DIEGO, CA, United States |
| Contact Info | 858 xxxxxxx |
| Websites |
| AUM* | 3,773,024,352 255% |
| of that, discretionary | 3,773,024,352 255% |
| Number of Employees | 34 70% |
| of those in investment advisory functions | 23 44% |
| Private Fund GAV* | 3,773,024,353 24% |
| Avg Account Size | 471,628,044 77% |
| SMA’s | No |
| Private Funds | 8 4 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
4B
3B
3B
2B
2B
1B
539M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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