| As of Date | 03/17/2026 |
| Registration | SEC, Approved, 07/29/2010 |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| AUM* | 122,833,639 47% |
| of that, discretionary | 122,833,639 47% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 122,833,639 47% |
| SMA’s | No |
| Private Funds | 0 |
- Investment companies
- Portfolio management for investment companies
- A percentage of assets under your management
No private funds