Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 01/03/2011
Contact Info 415 xxxxxxx
Websites
AUM* 199,250,957 20%
of that, discretionary 199,250,957 20%
Number of Employees 6 20%
of those in investment advisory functions 2
Private Fund GAV* 130,265,324 2%
Avg Account Size 9,488,141 -3%
% High Net Worth 95.24% 1%
SMA’s No
Private Funds 1

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

329M 282M 235M 188M 141M 94M 47M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
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Brochure Summary