| As of Date | 05/01/2026 |
| Registration | SEC, 120-Day Approval, 01/02/2026 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 280,000,000 |
| of that, discretionary | 280,000,000 |
| Number of Employees | 3 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 68,000,000 |
| Avg Account Size | 93,333,333 |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Other
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Performance-based fees
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |