Adviser Profile

As of Date 03/25/2026
Registration SEC, Approved, 08/18/2025
Other registrations (1)
ADV Location LOS ANGELES, CA, United States
Contact Info 818 xxxxxxx
Websites
AUM* 180,903,131
of that, discretionary 180,903,131 100%
Number of Employees 6
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 180,903,131
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
- Performance-based fees

Reported AUM

182M 156M 130M 104M 78M 52M 26M
2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}