| As of Date | 10/21/2026 |
| Registration | SEC, Approved, 06/23/2026 |
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| ADV Location | IRVINE, CA, United States |
| Contact Info | 949 xxxxxxx |
| AUM* | 211,400,000 |
| of that, discretionary | 0 |
| Number of Employees | 6 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 211,400,000 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
No private funds