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Adviser Profile
| As of Date | 07/28/2026 |
| Registration | California, Approved, 07/28/2026 |
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| Former registrations | |
| ADV Location | MILL VALLEY, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 61,302,116 |
| of that, discretionary | 61,302,116 |
| Number of Employees | 4 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 43,443,996 |
| Avg Account Size | 15,325,529 |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
Client Types
- Pooled investment vehicles
- Other
Advisory Activities
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
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) }} |