| As of Date | 03/30/2026 |
| Registration | SEC, Approved, 03/20/2014 |
| ADV Location | BEVERLY HILLS, CA, United States |
| Contact Info | (65 xxxxxxx |
| Websites |
| AUM* | 261,477,780 9% |
| of that, discretionary | 261,477,780 9% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 37,353,969 24% |
| % High Net Worth | 14.29% 14% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Fixed fees (other than subscription fees)
- Performance-based fees
No private funds