Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/12/2025 |
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| Former registrations | |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 184,237,423 7% |
| of that, discretionary | 184,237,423 7% |
| Number of Employees | 8 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 184,237,421 16% |
| Avg Account Size | 5,943,143 -24% |
| SMA’s | No |
| Private Funds | 35 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
184M
158M
132M
105M
79M
53M
26M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
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