{{ Info.Overview }}
Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 08/07/2025 |
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| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 209 xxxxxxx |
| Websites |
| AUM* | 967,009,419 32% |
| of that, discretionary | 789,619,932 8% |
| Number of Employees | 6 -45% |
| of those in investment advisory functions | 3 -63% |
| Private Fund GAV* | 1,294,429,296 141% |
| Avg Account Size | 38,680,377 21% |
| SMA’s | No |
| Private Funds | 27 |
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
804M
689M
574M
459M
344M
230M
115M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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