| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 09/13/2024 |
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| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 323 xxxxxxx |
| Websites |
| AUM* | 572,068,993 1% |
| of that, discretionary | 572,068,993 1% |
| Number of Employees | 8 14% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 71,260,325 59% |
| Avg Account Size | 21,187,740 -3% |
| % High Net Worth | 23.53% -62% |
| SMA’s | No |
| Private Funds | 8 2 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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