Adviser Profile
| As of Date | 03/16/2026 |
| Registration | SEC, Approved, 05/05/2025 |
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| Former registrations | |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 209,025,215 48% |
| of that, discretionary | 199,584,144 42% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 4 33% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 69,675,072 -51% |
| % High Net Worth | 33.33% 100% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
200M
171M
143M
114M
86M
57M
29M
2025
2026