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Adviser Profile

As of Date 07/23/2026
Registration SEC, Approved, 08/24/2026
ADV Location LOS ANGELES, CA, United States
Contact Info 855 xxxxxxx
Websites
AUM* 213,405,020
of that, discretionary 213,405,020
Number of Employees 9
of those in investment advisory functions 5
Private Fund GAV* 213,405,020
Avg Account Size 42,681,004
SMA’s No
Private Funds 5

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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