| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 08/12/2024 |
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| ADV Location | TACOMA, WA, United States |
| Contact Info | 754 xxxxxxx |
| Websites |
| AUM* | 266,785,000 187% |
| of that, discretionary | 266,785,000 187% |
| Number of Employees | 10 -9% |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 266,236,000 167% |
| Avg Account Size | 66,696,250 116% |
| SMA’s | No |
| Private Funds | 5 1 |
- 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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