Adviser Profile
| As of Date | 03/18/2026 |
| Registration | SEC, Approved, 12/16/2024 |
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| Former registrations | |
| ADV Location | CORTE MADERA, CA, United States |
| Contact Info | 415 xxxxxxx |
| AUM* | 266,653,208 548% |
| of that, discretionary | 266,653,208 548% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 73,835,068 43% |
| Avg Account Size | 88,884,403 116% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Other
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
267M
229M
190M
152M
114M
76M
38M
2024
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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