| As of Date | 05/06/2026 |
| Registration | SEC, Approved, 04/28/2025 |
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| Former registrations | |
| ADV Location | MENLO PARK, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 50,005,412,721 60% |
| of that, discretionary | 47,322,785,837 53% |
| Number of Employees | 132 -4% |
| of those in investment advisory functions | 125 -3% |
| Private Fund GAV* | 50,005,412,721 60% |
| Avg Account Size | 980,498,289 35% |
| SMA’s | No |
| Private Funds | 66 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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