Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 01/29/2013
ADV Location NEWPORT BEACH, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 1,701,536,181 -33%
of that, discretionary 0
Number of Employees 75 -6%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 1,701,536,181 100%
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

5B 4B 4B 3B 2B 1B 716M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

Brochure Summary