Adviser Profile

As of Date 09/18/2026
Registration SEC, Approved, 09/19/2014
Contact Info 650 xxxxxxx
Websites
AUM* 53,838,959 -85%
of that, discretionary 53,838,959 -85%
Number of Employees 1 -80%
of those in investment advisory functions 1 -75%
Private Fund GAV* 0 -100%
Avg Account Size 3,845,640 -91%
% High Net Worth 100.00% 100%
SMA’s No
Private Funds 0 8

Adviser Type

- No longer eligible

Client Types

- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

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

Reported AUM

845M 724M 604M 483M 362M 241M 121M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Top Holdings

Stock Ticker Stock Name $ Position % Position $ Change # Change
Stck Ticker11135F101 Stock NameBROADCOM INC $ Position$6,943,807 % Position17.00% $ Change2.00% # Change-16.00%
Stck Ticker023135106 Stock NameAMAZON COM INC $ Position$6,139,498 % Position15.00% $ Change-1.00% # Change-14.00%
Stck Ticker48251W104 Stock NameKKR & CO INC $ Position$4,394,756 % Position11.00% $ Change-13.00% # Change-12.00%
Stck Ticker12510Q100 Stock NameCCC INTELLIGENT SOLUTIONS HL $ Position$4,316,794 % Position11.00% $ Change # Change
Stck Ticker25809K105 Stock NameDOORDASH INC $ Position$4,272,551 % Position11.00% $ Change18.00% # Change-5.00%
Stck Ticker03769M106 Stock NameAPOLLO GLOBAL MGMT INC $ Position$3,430,543 % Position8.00% $ Change # Change
Stck Ticker874039100 Stock NameTAIWAN SEMICONDUCTOR MANUFAC $ Position$3,323,695 % Position8.00% $ Change15.00% # Change-17.00%
Stck Ticker92345Y106 Stock NameVERISK ANALYTICS INC $ Position$3,165,165 % Position8.00% $ Change # Change
Stck Ticker67066G104 Stock NameNVIDIA CORPORATION $ Position$1,877,590 % Position5.00% $ Change-6.00% # Change-17.00%
Stck Ticker380237107 Stock NameGODADDY INC $ Position$2,114,612 % Position5.00% $ Change-13.00% # Change-14.00%

Brochure Summary