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Adviser Profile

As of Date 07/06/2026
Registration SEC, Approved, 06/09/2014
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 0
of that, discretionary
Number of Employees 55 22%
of those in investment advisory functions 38
Private Fund GAV* 28,551,020
SMA’s No
Private Funds 1 1

Adviser Type

- Pension consultant

Client Types

Advisory Activities

- Pension consulting services
- Educational seminars/workshops

Compensation Arrangments

- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Count GAV
{{ TypeColumnLabel }} {{ item.FundType }} Count{{ formatCount(item.FundsCount) }} GAV{{ formatGAV(item.AUM) }}

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