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Adviser Profile

As of Date 04/13/2026
Registration SEC, Approved, 04/28/2025
Other registrations (1)
ADV Location SANTA MONICA, CA, United States
Contact Info (21 xxxxxxx
Websites
AUM* 2,005,932,000
of that, discretionary 2,005,932,000
Number of Employees 26 550%
of those in investment advisory functions 18 800%
Private Fund GAV* 2,005,932,000 0%
Avg Account Size 668,644,000
SMA’s No
Private Funds 9 9

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 1B 1B 863M 575M 288M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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