| As of Date | 03/31/2026 |
| Adviser Type | |
| Number of Employees | 1 |
| of those in investment advisory functions | 1 |
| Registration | California, Approved, 06/21/2012 |
| AUM* | 12,900,000 47% |
| of that, discretionary | 12,900,000 47% |
| Private Fund GAV* | 0 |
| Avg Account Size | 806,250 65% |
| SMA’s | No |
| Private Funds | 0 |
| Contact Info | (51 xxxxxxx |
- Individuals (other than high net worth individuals)
- Portfolio management for individuals and/or small businesses
- A percentage of assets under your management
No private funds