| As of Date | 03/26/2026 |
| Registration | SEC, Approved, 11/13/2025 |
| ADV Location | MODESTO, CA, United States |
| Contact Info | 209 xxxxxxx |
| Websites |
| AUM* | 273,456,874 |
| of that, discretionary | 273,456,874 |
| Number of Employees | 25 |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 103,550,459 |
| Avg Account Size | 6,669,680 |
| SMA’s | No |
| Private Funds | 8 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Count | GAV | |
|---|---|---|
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