Adviser Profile

As of Date 09/17/2023
Registration status Terminated
ADV Location CORTE MADERA, CA, United States
Contact Info 415 xxxxxxx
AUM* 23,559,712
of that, discretionary 23,559,712 100%
Number of Employees 6 200%
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 7,853,237
SMA’s No
Private Funds 0

Adviser Type

- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

24M 20M 17M 13M 10M 7M 3M
2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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