Adviser Profile
| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 08/01/2025 |
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| Former registrations | |
| ADV Location | EL SEGUNDO, CA, United States |
| Contact Info | 626 xxxxxxx |
| Websites |
| AUM* | 135,176,014 14% |
| of that, discretionary | 135,176,014 14% |
| Number of Employees | 7 |
| of those in investment advisory functions | 6 |
| Private Fund GAV* | 135,176,014 14% |
| Avg Account Size | 135,176,014 14% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- Pooled investment vehicles
Advisory Activities
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
135M
116M
97M
77M
58M
39M
19M
2025
2026
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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