| As of Date | 03/29/2026 |
| Registration | SEC, Approved, 06/09/2025 |
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| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 647,890,940 |
| of that, discretionary | 647,890,940 100% |
| Number of Employees | 94 19% |
| of those in investment advisory functions | 42 110% |
| Private Fund GAV* | 0 |
| Avg Account Size | 323,945,470 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
No private funds