Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 07/14/2022
ADV Location PALO ALTO, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 5,309,565 43%
of that, discretionary 5,309,565 43%
Number of Employees 3 50%
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 5,309,565 43%
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

5M 5M 4M 3M 2M 2M 759K
2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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