| As of Date | 03/10/2026 |
| Registration | SEC, Approved, 03/27/2012 |
| Contact Info | 310 xxxxxxx |
| AUM* | 1,175,703,135 9% |
| of that, discretionary | 621,332,638 2% |
| Number of Employees | 2 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 22,183,078 12% |
| % High Net Worth | 92.00% 0% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Charitable organizations
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
No private funds