| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 04/17/2025 |
|
|
|
| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 933,955,126 14% |
| of that, discretionary | 933,955,126 14% |
| Number of Employees | 12 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 944,955,126 15% |
| Avg Account Size | 71,842,702 -12% |
| SMA’s | No |
| Private Funds | 15 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |