| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 03/06/2025 |
|
|
|
| ADV Location | PALO ALTO, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 53,054,264 |
| of that, discretionary | 53,054,264 100% |
| Number of Employees | 4 -20% |
| of those in investment advisory functions | 3 -25% |
| Private Fund GAV* | 0 |
| Avg Account Size | 53,054,264 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds