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Adviser Profile

As of Date 07/17/2026
Registration SEC, Approved, 01/30/2025
ADV Location VENICE, CA, United States
Contact Info +1- xxxxxxx
Websites
AUM* 554,895,487 24%
of that, discretionary 554,895,487 100%
Number of Employees 20 300%
of those in investment advisory functions 8 167%
Private Fund GAV* 775,869,008 237%
Avg Account Size 11,806,287 6%
SMA’s No
Private Funds 49 44

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

555M 476M 396M 317M 238M 159M 79M
2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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