| As of Date | 03/31/2026 |
| Registration | SEC, Approved, 04/30/2026 |
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| Former registrations | |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 1,088,540,347 |
| of that, discretionary | 1,088,540,347 |
| Number of Employees | 11 |
| of those in investment advisory functions | 11 |
| Private Fund GAV* | 440,849,168 |
| Avg Account Size | 181,423,391 |
| SMA’s | No |
| Private Funds | 2 |
- Pooled investment vehicles
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
| Count | GAV | |
|---|---|---|
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