Adviser Profile
| As of Date | 09/14/2026 |
| Registration | SEC, Approved, 09/17/2024 |
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| Former registrations | |
| Contact Info | 415 xxxxxxx |
| AUM* | 160,338,801 5% |
| of that, discretionary | 160,338,801 5% |
| Number of Employees | 2 -60% |
| of those in investment advisory functions | 2 -60% |
| Private Fund GAV* | 0 |
| Avg Account Size | 160,338,801 5% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
- An investment adviser (or subadviser) to an investment company
- 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
152M
130M
109M
87M
65M
43M
22M
2024
2025
2026
Private Funds
No private funds