| As of Date | 04/10/2026 |
| Registration | SEC, Approved, 11/13/2025 |
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| ADV Location | MANHATTAN BEACH, CA, United States |
| Contact Info | (31 xxxxxxx |
| Websites |
| AUM* | 327,091,481 |
| of that, discretionary | 257,718,634 |
| Number of Employees | 4 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,440,932 |
| % High Net Worth | 68.00% |
| SMA’s | No |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
No private funds