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Adviser Profile

As of Date 03/20/2025
Adviser Type - Multi-state adviser
Number of Employees 1
of those in investment advisory functions 1
Registration California, Terminated, 01/24/2019
Other registrations (1)
AUM* 2,300,000 -17.86%
of that, discretionary 2,300,000 -17.86%
Private Fund GAV* 2,300,000
Avg Account Size 2,300,000 -17.86%
SMA’s Yes
Private Funds 1
Contact Info 310 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

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

3M 2M 2M 2M 1M 800K 400K
2015 2016 2017 2018 2019 2020 2021 2022
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$2,300,000

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Brochure Summary