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Adviser Profile

As of Date 05/03/2024
Adviser Type - Large advisory firm
Number of Employees 2 -33.33%
of those in investment advisory functions 2 -33.33%
Registration California, Terminated, 06/03/2023
Other registrations (3)
AUM* 197,987,000 -4.22%
of that, discretionary 197,987,000 -4.22%
Private Fund GAV* 196,157,000 -2.59%
Avg Account Size 9,427,952 41.40%
% High Net Worth 16.67% -77.27%
SMA’s No
Private Funds 1
Contact Info 415 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
207M 177M 148M 118M 89M 59M 30M
2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$196,157,000

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Brochure Summary