| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 08/23/2024 |
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| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 1,226,456,350 -8% |
| of that, discretionary | 0 -100% |
| Number of Employees | 9 50% |
| of those in investment advisory functions | 8 33% |
| Private Fund GAV* | 0 |
| Avg Account Size | 204,409,392 -24% |
| SMA’s | No |
| Private Funds | 1 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |