Adviser Profile
| As of Date | 09/03/2026 |
| Registration | SEC, Approved, 07/28/2025 |
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| Former registrations | |
| ADV Location | HUNTINGTON BEACH, CA, United States |
| Contact Info | 562 xxxxxxx |
| Websites |
| AUM* | 363,029,956 114% |
| of that, discretionary | 363,029,956 114% |
| Number of Employees | 20 18% |
| of those in investment advisory functions | 16 60% |
| Private Fund GAV* | 360,759,757 113% |
| Avg Account Size | 181,514,978 114% |
| SMA’s | No |
| Private Funds | 3 |
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
363M
311M
259M
207M
156M
104M
52M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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