| As of Date | 05/13/2026 |
| Registration | SEC, Approved, 07/25/2025 |
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| Former registrations | |
| ADV Location | CORTE MADERA, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 341,232,889 51% |
| of that, discretionary | 341,232,889 51% |
| Number of Employees | 47 |
| of those in investment advisory functions | 24 20% |
| Private Fund GAV* | 341,232,889 51% |
| Avg Account Size | 68,246,578 -10% |
| SMA’s | No |
| Private Funds | 6 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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