Adviser Profile

As of Date 03/31/2026
Registration SEC, Approved, 11/25/2014
Other registrations (1)
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 1,700,000 -26%
of that, discretionary 1,700,000 -26%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 2,300,000
Avg Account Size 1,700,000 -26%
SMA’s Yes
Private Funds 1

Adviser Type

- Multi-state adviser

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

3M 2M 2M 2M 1M 800K 400K
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) }}

Similar advisers

Adviser Hedge Fund Liquidity Fund Private Equity Fund Real Estate Fund Securitized Asset Fund Venture Capital Fund Other Fund Total Private Fund GAV AUM #Funds
Adviser GENERAL INDUSTRIAL PARTNERS LLP Hedge Fund80.0m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV80.0m AUM80.0m #Funds7
Adviser TAYLOR HOFFMAN CAPITAL MANAGEMENT Hedge Fund9.9m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV9.9m AUM469.5m #Funds1
Adviser KINGSBARN CAPITAL MANAGEMENT Hedge Fund- Liquidity Fund- Private Equity Fund5.5m Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV5.5m AUM5.5m #Funds1
Adviser LEVO ADVISER, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM405.8k #Funds-
Adviser STOKES ASSET MANAGEMENT, LLC Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM15.9m #Funds-
Adviser SOLIDARITY CAPITAL MANAGEMENT, LLC Hedge Fund127.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV127.6m AUM127.6m #Funds1
Adviser ALIGNMENT FINANCIAL GROUP Hedge Fund1.6m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.6m AUM77.6m #Funds1
Adviser DANDELION CAPITAL MANAGEMENT LP Hedge Fund- Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV- AUM- #Funds-
Adviser OUTERLANDS CAPITAL MANAGEMENT, LLC Hedge Fund2.4m Liquidity Fund- Private Equity Fund- Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV2.4m AUM6.9m #Funds3
Adviser PRESTON CAPITAL Hedge Fund- Liquidity Fund- Private Equity Fund1.1b Real Estate Fund- Securitized Asset Fund- Venture Capital Fund- Other Fund- Total Private Fund GAV1.1b AUM1.1b #Funds3

Brochure Summary