| Registration status | Terminated |
| As of Date | 02/25/2021 |
| ADV Location | MENLO PARK, CA, United States |
| Adviser Type - Large advisory firm | |
| Number of Employees | 8 |
| of those in investment advisory functions | 5 |
| AUM* | 257,967,567 |
| of that, discretionary | 257,967,567 |
| Private Fund GAV* | 0 |
| Avg Account Size | 51,593,513 |
| SMA’s | No |
| Private Funds | 0 |
- Pooled investment vehicles
- Portfolio management for pooled investment vehicles
- A percentage of assets under your management
- Performance-based fees