| As of Date | 08/28/2026 |
| Registration | SEC, Approved, 01/05/2026 |
|
|
|
| ADV Location | MENLO PARK, CA, United States |
| Contact Info | (65 xxxxxxx |
| Websites |
| AUM* | 717,368,835 |
| of that, discretionary | 717,368,835 |
| Number of Employees | 120 |
| of those in investment advisory functions | 7 |
| Private Fund GAV* | 0 |
| Avg Account Size | 239,122,945 |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Business development companies
- Pooled investment vehicles
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds