{{ Info.Overview }}
Adviser Profile
| As of Date | 08/04/2023 |
| Registration | California, Revoked, 04/03/2025 |
|
|
|
| Contact Info | 480 xxxxxxx |
| AUM* | 3,500,000 |
| of that, discretionary | 3,500,000 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 5,657,413 |
| Avg Account Size | 175,000 |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
Client Types
Advisory Activities
Compensation Arrangments
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
| {{ TypeColumnLabel }} {{ item.FundType }} | Count{{ formatCount(item.FundsCount) }} | GAV{{ formatGAV(item.AUM) }} |