Adviser Profile
| As of Date | 08/26/2026 |
| Registration | SEC, Approved, 09/10/2026 |
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| Former registrations | |
| ADV Location | BURLINGAME, CA, United States |
| Contact Info | 650 xxxxxxx |
| Websites |
| AUM* | 129,396,168 |
| of that, discretionary | 0 |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 103,759,900 |
| Avg Account Size | 1,125,184 |
| % High Net Worth | 97.37% |
| SMA’s | No |
| Private Funds | 1 |
Adviser Type
- Large advisory firm
Client Types
- High net worth individuals
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
Compensation Arrangments
- A percentage of assets under your management
Reported AUM
1
1
1
1
Private Funds
Employees
Private Funds Structure
| Count | GAV | |
|---|---|---|
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