Adviser Profile
| As of Date | 07/27/2026 |
| Registration | SEC, Approved, 02/10/2026 |
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| Former registrations | |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 190,057,633 |
| of that, discretionary | 190,057,633 |
| Number of Employees | 4 |
| of those in investment advisory functions | 3 |
| Private Fund GAV* | 182,864,622 |
| Avg Account Size | 190,057,633 |
| SMA’s | No |
| Private Funds | 2 |
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
155M
133M
111M
88M
66M
44M
22M
2026
Private Funds
Employees
Private Funds Structure
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