Adviser Profile
| As of Date | 05/21/2026 |
| Registration | SEC, Approved, 03/31/2025 |
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| Former registrations | |
| ADV Location | MENLO PARK, CA, United States |
| Contact Info | 347 xxxxxxx |
| Websites |
| AUM* | 656,374,611 182% |
| of that, discretionary | 656,374,611 182% |
| Number of Employees | 6 20% |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 656,374,611 182% |
| Avg Account Size | 109,395,769 88% |
| SMA’s | No |
| Private Funds | 7 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
656M
563M
469M
375M
281M
188M
94M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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