{{ Info.Overview }}
Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 07/30/2025 |
|
|
|
| Former registrations | |
| ADV Location | LARKSPUR, CA, United States |
| Contact Info | 628 xxxxxxx |
| AUM* | 220,576,656 11% |
| of that, discretionary | 220,576,656 11% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 220,576,656 11% |
| Avg Account Size | 110,288,328 11% |
| SMA’s | No |
| Private Funds | 2 |
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
Reported AUM
221M
189M
158M
126M
95M
63M
32M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |