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Adviser Profile

As of Date 03/27/2025
Adviser Type - Large advisory firm
Number of Employees 10 -28.57%
of those in investment advisory functions 5 25.00%
Registration California, Terminated, 02/17/2006
Other registrations (1)
AUM* 346,001,166 15.74%
of that, discretionary 346,001,166 15.74%
Private Fund GAV* 346,001,166 25.12%
Avg Account Size 24,714,369 -25.59%
SMA’s No
Private Funds 14 7
Contact Info 415 xxxxxxx
Websites

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

Discretionary
Non-discretionary
7B 6B 5B 4B 3B 2B 1B
2015 2016 2017 2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypePrivate Equity Fund Count14 GAV$346,001,166

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Brochure Summary