| As of Date | 03/13/2026 |
| Registration | SEC, Approved, 09/10/2004 |
| ADV Location | LOS ALTOS, CA, United States |
| Contact Info | 650 xxxxxxx |
| AUM* | 105,384,876 13% |
| of that, discretionary | 105,384,876 13% |
| Number of Employees | 4 33% |
| of those in investment advisory functions | 2 |
| Private Fund GAV* | 0 |
| Avg Account Size | 423,232 16% |
| % High Net Worth | 34.71% 4% |
| SMA’s | Yes |
| Private Funds | 0 |
- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Selection of other advisers
- 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 THOMAS LEO ADVISORY, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM192.7m | #Funds- | |
| Adviser LEGEND FINANCIAL ADVISORS INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM389.9m | #Funds- | |
| Adviser FAMILY WEALTH PARTNERS, LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM392.4m | #Funds- | |
| Adviser PRIVATE MANAGEMENT GROUP INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM4.9b | #Funds- | |
| Adviser FISCHER FINANCIAL SERVICES INC | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM636.1m | #Funds- | |
| Adviser ALIGNE WEALTH ADVISORS INVESTMENT MANAGEMENT (AWAIM) | Hedge Fund1.1m | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV1.1m | AUM224.4m | #Funds1 | |
| Adviser WULFF, HANSEN & CO. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM144.8m | #Funds- | |
| Adviser PARAGON FINANCIAL ADVISORS | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM1.0b | #Funds- | |
| Adviser IRON FINANCIAL LLC | Hedge Fund- | Liquidity Fund- | Private Equity Fund4.4m | Real Estate Fund4.1m | Securitized Asset Fund- | Venture Capital Fund- | Other Fund4.0m | Total Private Fund GAV12.4m | AUM489.2m | #Funds4 | |
| Adviser INVESTMENT MANAGEMENT ADVISORS, INC. | Hedge Fund- | Liquidity Fund- | Private Equity Fund- | Real Estate Fund- | Securitized Asset Fund- | Venture Capital Fund- | Other Fund- | Total Private Fund GAV- | AUM56.8m | #Funds- |