Adviser Profile

As of Date 03/06/2026
Registration SEC, Approved, 02/22/2007
ADV Location LAFAYETTE, CA, United States
Contact Info 925 xxxxxxx
Websites
AUM* 516,963,144 10%
of that, discretionary 516,963,144 10%
Number of Employees 10
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 516,963,144 10%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- State or municipal government entities

Advisory Activities

- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

572M 491M 409M 327M 245M 164M 82M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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