| As of Date | 04/01/2026 |
| Registration | SEC, Approved, 08/14/2024 |
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| Former registrations | |
| ADV Location | OAKLAND, CA, United States |
| Contact Info | 510 xxxxxxx |
| Websites |
| AUM* | 314,602,057 46% |
| of that, discretionary | 312,285,017 46% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 975,000 |
| Avg Account Size | 1,144,007 25% |
| % High Net Worth | 72.09% -1% |
| SMA’s | No |
| Private Funds | 1 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Financial planning services
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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