Adviser Profile

As of Date 12/13/2025
Registration status Terminated
ADV Location NEWPORT BEACH, CA, United States
Contact Info 949 xxxxxxx
Websites
AUM* 128,212 -22%
of that, discretionary 0
Number of Employees 79 -1%
of those in investment advisory functions 3
Private Fund GAV* 0
Avg Account Size 128,212 -22%
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

- State or municipal government entities

Advisory Activities

- Pension consulting services

Compensation Arrangments

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

Reported AUM

21M 18M 15M 12M 9M 6M 3M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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