| As of Date | 07/10/2026 |
| Registration | SEC, Approved, 07/08/2025 |
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| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 146,025,615 |
| of that, discretionary | 123,951,782 100% |
| Number of Employees | 3 50% |
| of those in investment advisory functions | 2 100% |
| Private Fund GAV* | 8,670,080 |
| Avg Account Size | 4,867,521 |
| % High Net Worth | 58.33% |
| SMA’s | No |
| Private Funds | 2 2 |
- High net worth individuals
- Pooled investment vehicles
- Charitable organizations
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Subscription fees (for a newsletter or periodical)
- Fixed fees (other than subscription fees)
- Performance-based fees
| Count | GAV | |
|---|---|---|
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