| As of Date | 02/26/2026 |
| Registration | SEC, Approved, 08/24/2007 |
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| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 5,170,513,634 31% |
| of that, discretionary | 5,170,513,634 31% |
| Number of Employees | 13 8% |
| of those in investment advisory functions | 8 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 430,876,136 31% |
| SMA’s | Yes |
| Private Funds | 0 1 |
- State or municipal government entities
- Portfolio management for pooled investment vehicles
- Selection of other advisers
- A percentage of assets under your management
- Performance-based fees