Adviser Profile
| As of Date | 03/20/2026 |
| Registration | SEC, Approved, 02/09/2024 |
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| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 800 xxxxxxx |
| Websites |
| AUM* | 12,577,736 303% |
| of that, discretionary | 12,577,736 303% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 12,577,736 303% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- An investment adviser (or subadviser) to an investment company
Client Types
- Investment companies
Advisory Activities
- Portfolio management for investment companies
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
13M
11M
9M
7M
5M
4M
2M
2024
2025
2026
Private Funds
No private funds