| As of Date | 04/30/2026 |
| Registration | SEC, Approved, 06/01/2026 |
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| Former registrations | |
| ADV Location | HEALDSBURG, CA, United States |
| Contact Info | 707 xxxxxxx |
| Websites |
| AUM* | 157,414,192 |
| of that, discretionary | 157,414,192 |
| Number of Employees | 3 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 157,414,192 |
| Avg Account Size | 157,414,192 |
| SMA’s | No |
| Private Funds | 1 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
| {{ TypeColumnLabel }} | Count | GAV |
|---|---|---|
| {{ TypeColumnLabel }}{{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |