{{ Info.Overview }}
Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 05/19/2025 |
|
|
|
| ADV Location | WEST HOLLYWOOD, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 154,005,499 0% |
| of that, discretionary | 54,005,499 0% |
| Number of Employees | 7 -22% |
| of those in investment advisory functions | 7 40% |
| Private Fund GAV* | 54,005,499 -65% |
| Avg Account Size | 51,335,166 -5% |
| SMA’s | No |
| Private Funds | 2 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Insurance companies
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
100M
86M
71M
57M
43M
29M
14M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |