| As of Date | 03/06/2026 |
| Registration | SEC, 120-Day Approval, 11/20/2025 |
| ADV Location | FRESNO, CA, United States |
| Contact Info | 559 xxxxxxx |
| Websites |
| AUM* | 602,222,114 |
| of that, discretionary | 602,222,114 |
| Number of Employees | 4 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 26,183,570 |
| SMA’s | No |
| Private Funds | 0 |
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- Fixed fees (other than subscription fees)
No private funds