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Adviser Profile

As of Date 03/28/2024
Adviser Type - Internet adviser
Number of Employees 1
of those in investment advisory functions 1
Registration California, Terminated, 01/24/2019
Other registrations (1)
AUM* 2,300,000 -17.86%
of that, discretionary 2,300,000 -17.86%
Private Fund GAV* 2,300,000
Avg Account Size 2,300,000 -17.86%
SMA’s Yes
Private Funds 1
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

Discretionary
Non-discretionary
3M 2M 2M 2M 1M 800K 400K
2015 2016 2017 2018 2019 2020 2021 2022

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$2,300,000

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Brochure Summary