Adviser Profile
| As of Date | 05/12/2026 |
| Registration | SEC, Approved, 04/05/2024 |
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| Former registrations | |
| ADV Location | LOS ANGELES, CA, United States |
| Contact Info | 213 xxxxxxx |
| Websites |
| AUM* | 1,160,297,907 30% |
| of that, discretionary | 609,929,023 152% |
| Number of Employees | 12 -14% |
| of those in investment advisory functions | 12 -14% |
| Private Fund GAV* | 339,706,216 2374% |
| Avg Account Size | 165,756,844 11% |
| % High Net Worth | 8.00% -4% |
| SMA’s | No |
| Private Funds | 4 2 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
Reported AUM
667M
572M
477M
381M
286M
191M
95M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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