| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/24/2024 |
| ADV Location | PALO ALTO, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 38,031,743,340 27% |
| of that, discretionary | 38,031,743,340 27% |
| Number of Employees | 91 11% |
| of those in investment advisory functions | 50 14% |
| Private Fund GAV* | 42,352,240,840 36% |
| Avg Account Size | 458,213,775 19% |
| SMA’s | No |
| Private Funds | 92 13 |
- 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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