| As of Date | 10/30/2025 |
| Registration status | Terminated |
| ADV Location | SANTA CLARA, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 1,360,544,691 23% |
| of that, discretionary | 1,317,979,490 24% |
| Number of Employees | 5 |
| of those in investment advisory functions | 4 |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,334,668 22% |
| % High Net Worth | 16.47% 11% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds