| As of Date | 07/26/2023 |
| Registration status | Terminated |
| ADV Location | LAFAYETTE, CA, United States |
| Contact Info | 415 xxxxxxx |
| AUM* | 182,067,000 -9% |
| of that, discretionary | 55,309,000 2% |
| Number of Employees | 2 100% |
| of those in investment advisory functions | 1 100% |
| Private Fund GAV* | 0 |
| Avg Account Size | 91,033,500 -9% |
| SMA’s | Yes |
| Private Funds | 0 2 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees