| As of Date | 07/09/2026 |
| Registration | SEC, Approved, 08/21/2025 |
| ADV Location | MILL VALLEY, CA, United States |
| Contact Info | 833 xxxxxxx |
| Websites |
| AUM* | 28,377,447 83% |
| of that, discretionary | 28,377,447 83% |
| Number of Employees | 7 40% |
| of those in investment advisory functions | 5 25% |
| Private Fund GAV* | 28,377,447 83% |
| Avg Account Size | 9,459,149 22% |
| SMA’s | No |
| Private Funds | 3 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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