| As of Date | 01/26/2026 |
| Registration | SEC, Approved, 02/08/1995 |
| ADV Location | MENLO PARK, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 65,069,635,580 -21% |
| of that, discretionary | 65,069,635,580 -21% |
| Number of Employees | 51 13% |
| of those in investment advisory functions | 24 -4% |
| Private Fund GAV* | 0 |
| Avg Account Size | 1,251,339,146 -20% |
| SMA’s | Yes |
| Private Funds | 0 |
- Pension and profit sharing plans
- Charitable organizations
- Other
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
No private funds