Adviser Profile

As of Date 12/04/2025
Registration status Terminated
ADV Location SAN JUAN CAPISTRANO, CA, United States
Contact Info 858 xxxxxxx
Websites
AUM* 149,598,976 -36%
of that, discretionary 149,598,976 -36%
Number of Employees 3
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 74,799,488 -4%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

3B 2B 2B 2B 1B 761M 380M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

Employees

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