| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 10/07/2024 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 213 xxxxxxx |
| Websites |
| AUM* | 424,957,601 |
| of that, discretionary | 424,957,601 |
| Number of Employees | 315 -19% |
| of those in investment advisory functions | 24 -67% |
| Private Fund GAV* | 0 |
| Avg Account Size | 424,957,601 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
- Performance-based fees
No private funds