| As of Date | 02/09/2026 |
| Registration | SEC, Approved, 08/12/2010 |
| ADV Location | SAN JOSE, CA, United States |
| Contact Info | 408 xxxxxxx |
| Websites |
| AUM* | 1,401,467,613 48% |
| of that, discretionary | 0 |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 28,029,352 57% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- Pension consulting services
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds