| As of Date | 09/30/2026 |
| Registration | SEC, Approved, 01/08/2025 |
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| ADV Location | PASADENA, CA, United States |
| Contact Info | 213 xxxxxxx |
| Websites |
| AUM* | 1,065,764,997 41% |
| of that, discretionary | 1,065,764,997 |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 266,441,249 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds