| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 01/27/2025 |
| ADV Location | MENLO PARK, CA, United States |
| Contact Info | 781 xxxxxxx |
| Websites |
| AUM* | 90,000,000 |
| of that, discretionary | 80,000,000 |
| Number of Employees | 4 -33% |
| of those in investment advisory functions | 3 -50% |
| Private Fund GAV* | 80,000,000 |
| Avg Account Size | 45,000,000 |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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