| As of Date | 07/08/2026 |
| Registration | SEC, Approved, 02/26/2025 |
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| ADV Location | SANTA MONICA, CA, United States |
| Contact Info | 901 xxxxxxx |
| Websites |
| AUM* | 446,000,000 |
| of that, discretionary | 228,000,000 |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 4 -20% |
| Private Fund GAV* | 0 |
| Avg Account Size | 74,333,333 |
| SMA’s | No |
| Private Funds | 0 |
- Other investment advisers
- Insurance companies
- Portfolio management for businesses
- A percentage of assets under your management
No private funds