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Adviser Profile

As of Date 03/31/2025
Adviser Type - Large advisory firm
Number of Employees 20 53.85%
of those in investment advisory functions 7 16.67%
Registration California, Terminated, 03/20/2015
Other registrations (1)
AUM* 2,741,700,000 134.56%
of that, discretionary 1,322,575,000 36.88%
Private Fund GAV* 18,279,974 -30.93%
Avg Account Size 12,634,562 87.00%
% High Net Worth 56.67% -11.46%
SMA’s Yes
Private Funds 1
Contact Info 415 xxxxxxx
Websites

Client Types

- High net worth individuals
- Pooled investment vehicles
- Charitable organizations

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

966M 828M 690M 552M 414M 276M 138M
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeOther Private Fund Count1 GAV$18,279,974

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Brochure Summary