Adviser Profile
| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/07/2025 |
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| Former registrations | |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 118,990,000 11% |
| of that, discretionary | 118,990,000 11% |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,487,375 33% |
| % High Net Worth | 62.50% -18% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Investment companies
Advisory Activities
- Portfolio management for individuals and/or small businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
127M
109M
91M
72M
54M
36M
18M
2025
2026
Private Funds
No private funds