| As of Date | 05/15/2026 |
| Registration | SEC, Approved, 10/19/2011 |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 310 xxxxxxx |
| Websites |
| AUM* | 5,938,136,974 39% |
| of that, discretionary | 5,901,651,536 40% |
| Number of Employees | 39 |
| of those in investment advisory functions | 18 |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 1,237,628 36% |
| % High Net Worth | 57.89% 9% |
| SMA’s | Yes |
| Private Funds | 0 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- Selection of other advisers
- A percentage of assets under your management