Adviser Profile

As of Date 03/27/2026
Registration SEC, Approved, 03/30/2012
ADV Location BEVERLY HILLS, CA, United States
Contact Info 310 xxxxxxx
Websites
AUM* 287,179,020 -8%
of that, discretionary 287,179,020 -8%
Number of Employees 10 -44%
of those in investment advisory functions 7 -13%
Private Fund GAV* 397,179,020 25%
Avg Account Size 143,589,510 85%
SMA’s No
Private Funds 4

Adviser Type

- Large advisory firm

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

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

Reported AUM

3B 3B 2B 2B 1B 947M 473M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

Employees

Form ADV-E Surprise Examination Reports

Accounting Firm Name Filing Date Form ADV-E
Accounting Firm Name PLANTE & MORAN, PLLC Filing Date09/16/2025 Form ADV-E View Report

Private Funds Structure

Count GAV
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Brochure Summary