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Adviser Profile

As of Date 06/30/2026
Registration SEC, Approved, 03/21/2025
ADV Location CULVER CITY, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 1,188,298,810 -48%
of that, discretionary 1,188,298,810 -48%
Number of Employees 65 -14%
of those in investment advisory functions 18 6%
Private Fund GAV* 1,173,370,237 -49%
Avg Account Size 66,016,601 -48%
SMA’s No
Private Funds 20

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

2B 2B 2B 1B 989M 659M 330M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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