| As of Date | 05/05/2026 |
| Registration | SEC, Approved, 11/25/2024 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 213 xxxxxxx |
| Websites |
| AUM* | 2,698,413,884 |
| of that, discretionary | 2,698,413,884 |
| Number of Employees | 344 2% |
| of those in investment advisory functions | 38 36% |
| Private Fund GAV* | 1,530,696,378 101% |
| Avg Account Size | 539,682,777 |
| SMA’s | No |
| Private Funds | 3 |
- Business development companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |