Adviser Profile

As of Date 12/17/2025
Registration status Terminated
ADV Location LOS ANGELES, CA, United States
Contact Info 949 xxxxxxx
AUM* 81,147,380 -64%
of that, discretionary 81,147,380 -64%
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 13,524,563 -10%
SMA’s Yes
Private Funds 0

Adviser Type

- Related adviser

Client Types

- Individuals (other than high net worth individuals)
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

947M 812M 677M 541M 406M 271M 135M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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Brochure Summary