| As of Date | 03/30/2020 |
| Registration status | Terminated |
| ADV Location | SAN FRANCISCO, CA, United States |
| AUM* | 70,743,859 |
| of that, discretionary | 70,743,859 |
| Number of Employees | 12 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 0 |
| Avg Account Size | 11,790,643 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees