| As of Date | 12/05/2025 |
| Registration | SEC, Approved, 11/12/2024 |
| ADV Location | CALABASAS, CA, United States |
| Contact Info | 818 xxxxxxx |
| Websites |
| AUM* | 191,025,723 70% |
| of that, discretionary | 191,025,723 70% |
| Number of Employees | 6 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 191,025,723 70% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds