Adviser Profile

As of Date 05/27/2026
Registration SEC, Approved, 04/28/2026
ADV Location SANTA MONICA, CA, United States
Contact Info 424 xxxxxxx
AUM* 11,199,528
of that, discretionary 11,199,528
Number of Employees 3
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 11,199,528
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

1 1 1 1
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees