| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 09/24/2024 |
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| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 424 xxxxxxx |
| Websites |
| AUM* | 4,371,630,000 39% |
| of that, discretionary | 4,371,630,000 39% |
| Number of Employees | 13 8% |
| of those in investment advisory functions | 9 29% |
| Private Fund GAV* | 4,371,630,000 50% |
| Avg Account Size | 4,371,630,000 39% |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |