| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 01/07/2025 |
| ADV Location | SHERMAN OAKS, CA, United States |
| Contact Info | (81 xxxxxxx |
| Websites |
| AUM* | 10,670,012 |
| of that, discretionary | 10,670,012 |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 23,104,533 606% |
| Avg Account Size | 1,524,287 |
| SMA’s | No |
| Private Funds | 14 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |