Adviser Profile
| As of Date | 06/24/2026 |
| Registration status | Registration Changed to BROWNING CAPITAL MANAGEMENT LLC |
| Contact Info | 949 xxxxxxx |
| Websites |
| AUM* | 45,353,061 -73% |
| of that, discretionary | 45,353,061 -73% |
| Number of Employees | 2 |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 368,724 -79% |
| % High Net Worth | 45.83% 2% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- No longer eligible
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Reported AUM
184M
158M
132M
105M
79M
53M
26M
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
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|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser TREVIAN WEALTH MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund7.0m | Securitized Asset Fund- | Venture Capital Fund4.8m | Other Fund- | Total Private Fund GAV16.6m | AUM615.5m | #Funds3 | |
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| Adviser SUNBEAM CAPITAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM410.2m | #Funds- | |
| Adviser AVALON CAPITAL MANAGEMENT | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM582.2m | #Funds- | |
| Adviser PENINSULA WEALTH, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM676.4m | #Funds- | |
| Adviser HARBOUR CAPITAL ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund10.8m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV10.8m | AUM701.1m | #Funds2 | |
| Adviser BLUE OAK CAPITAL LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM285.4m | #Funds- | |
| Adviser JBGLOBAL.COM LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM120.9m | #Funds- | |
| Adviser QUANTINNO CAPITAL MANAGEMENT LP | Hedge Fund804.6m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV804.6m | AUM60.9b | #Funds6 | |
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