| As of Date | 03/17/2026 |
| ADV Location | BURLINGAME, CA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | SEC, Approved, 04/24/2025 |
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| Former registrations | |
| AUM* | 110,119,933 6% |
| of that, discretionary | 110,119,933 6% |
| Private Fund GAV* | 62,483,059 |
| Avg Account Size | 36,706,644 -29% |
| SMA’s | No |
| Private Funds | 1 |
| Contact Info | 650 xxxxxxx |
- Pooled investment vehicles
- Charitable organizations
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
- A percentage of assets under your management
- Performance-based fees
| Fund Type | Count | GAV |
|---|---|---|
| Fund TypeHedge Fund | Count1 | GAV$62,483,059 |