| As of Date | 07/23/2026 |
| Registration | SEC, 120-Day Approval, 03/27/2026 |
| ADV Location | MENLO PARK, CA, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 214,502,129 |
| of that, discretionary | 0 |
| Number of Employees | 19 |
| of those in investment advisory functions | 12 |
| Private Fund GAV* | 0 |
| Avg Account Size | 107,251,065 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees
No private funds