Adviser Profile
| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 07/31/2025 |
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| Former registrations | |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 310 xxxxxxx |
| AUM* | 165,329,411 14% |
| of that, discretionary | 165,329,411 14% |
| Number of Employees | 2 -33% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 23,200,000 |
| Avg Account Size | 20,666,176 14% |
| % High Net Worth | 75.00% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
- Pooled investment vehicles
- Insurance companies
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
165M
142M
118M
94M
71M
47M
24M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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