| As of Date | 01/13/2026 |
| Registration | SEC, Approved, 04/13/2020 |
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| ADV Location | MENLO PARK, CA, United States |
| Contact Info | 510 xxxxxxx |
| Websites |
| AUM* | 329,640,421 22% |
| of that, discretionary | 66,684,098 62% |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Private Fund GAV* | 0 |
| Avg Account Size | 523,239 29% |
| % High Net Worth | 100.00% |
| SMA’s | Yes |
| Private Funds | 0 |
- High net worth individuals
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds
| Adviser | Hedge Fund | Liquidity Fund | Private Equity Fund | Real Estate Fund | Securitized Asset Fund | Venture Capital Fund | Other Fund | Total Private Fund GAV | AUM | #Funds | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Adviser PROWELL FINANCIAL MANAGEMENT, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM6.9b | #Funds- | |
| Adviser WESTWARD INVESTMENT ADVISORY | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM571.5m | #Funds- | |
| Adviser CHERRY CREEK FAMILY OFFICES | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund29.9m | Total Private Fund GAV29.9m | AUM2.0b | #Funds1 | |
| Adviser PREMIS ADVISORS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund2.6m | Total Private Fund GAV2.6m | AUM213.9m | #Funds2 | |
| Adviser ARCHPOINT INVESTORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund38.1m | Total Private Fund GAV38.1m | AUM4.1b | #Funds2 | |
| Adviser COLTER LEWIS INVESTMENT PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM3.4b | #Funds- | |
| Adviser BREEDS HILL CAPITAL LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM2.2b | #Funds- | |
| Adviser OAKRIDGE MANAGEMENT GROUP LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund23.3m | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund14.1m | Other Fund- | Total Private Fund GAV51.5m | AUM1.4b | #Funds10 | |
| Adviser VINCIMUS CAPITAL, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM183.7m | #Funds- | |
| Adviser SCG ASSET MANAGEMENT LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM158.7m | #Funds- |