| Total AUM | $295.6M |
| Discretionary | $295.6M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $295.6M |
| Employees | 6 |
| Peak AUM | $409.6MMar 2022 |
| AUM CAGR | +7.6% /yrover 9 yrs · 21 filings |
Total AUM
$296M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $296M | +13.2% | 6.0% | +0.1% | |
| Discretionary AUM | |||||
| Total AUM | $295.6M |
| Discretionary | $295.6M |
| Employees | 6 |
| Client Accounts | 1 |
Address
590 1ST AVENUE S
SEATTLE WA 98104
Phone
206-437-9174
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$296M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $296M |
| +13.2% |
| 6.0% |
| +0.1% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $296M | +13.2% | 6.0% | +0.1% |
| Employees | 6 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $49M | +13.2% | 6.0% | +0.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $296M | +13.2% | 6.0% | +0.1% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |