Adviser Profile

As of Date 03/30/2026
Registration SEC, Approved, 03/20/2014
ADV Location BEVERLY HILLS, CA, United States
Contact Info (65 xxxxxxx
Websites
AUM* 261,477,780 9%
of that, discretionary 261,477,780 9%
Number of Employees 1
of those in investment advisory functions 1
Private Fund GAV* 0
Avg Account Size 37,353,969 24%
% High Net Worth 14.29% 14%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- High net worth individuals
- Corporations or other businesses not listed above

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- Fixed fees (other than subscription fees)
- Performance-based fees

Reported AUM

261M 224M 187M 149M 112M 75M 37M
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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Brochure Summary