| As of Date | 03/27/2026 |
| Registration | SEC, Approved, 01/28/2014 |
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| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 94,631,605 -49% |
| of that, discretionary | 94,631,605 -49% |
| Private Fund GAV* | 0 |
| Avg Account Size | 3,785,264 269% |
| % High Net Worth | 4.00% -54% |
| SMA’s | Yes |
| Private Funds | 0 |
Number of Employees 2
of those in investment advisory functions 1
- High net worth individuals
- Charitable organizations
- State or municipal government entities
- Other investment advisers
- Corporations or other businesses not listed above
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- A percentage of assets under your management
No private funds