Adviser Profile

As of Date 03/27/2024
Registration status Terminated
ADV Location LOS ANGELES, CA, United States
Contact Info 310 xxxxxxx
AUM* 1,032,757 -51%
of that, discretionary 0
Number of Employees
of those in investment advisory functions
Private Fund GAV* 0
Avg Account Size 1,032,757
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

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

Reported AUM

511M 438M 365M 292M 219M 146M 73M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary