Adviser Profile

As of Date 02/02/2024
Registration status Terminated
ADV Location SANTA MONICA, CA, United States
Contact Info 310 xxxxxxx
AUM* 0
of that, discretionary
Number of Employees 2
of those in investment advisory functions 1
Private Fund GAV* 0
SMA’s No
Private Funds 0

Adviser Type

- Related adviser

Client Types

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

1 1 1 1
2015 2016 2017 2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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