| As of Date | 07/01/2026 |
| Registration | SEC, Approved, 08/15/2024 |
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| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 350,429,245 13% |
| of that, discretionary | 3,750,499 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 70,085,849 -10% |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds