| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 10/23/2024 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 469 xxxxxxx |
| Websites |
| AUM* | 1,578,358,525 36% |
| of that, discretionary | 1,578,358,525 36% |
| Number of Employees | 8 -11% |
| of those in investment advisory functions | 5 |
| Private Fund GAV* | 1,578,358,525 30% |
| Avg Account Size | 789,179,263 -32% |
| SMA’s | No |
| Private Funds | 2 1 |
- 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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