| Total AUM | $440.5M |
| Discretionary | $440.5M100% of AUM |
| Client Accounts | 196 |
| Avg Account Size | $2.2M |
| Employees | 3 |
| Peak AUM | $440.5MMar 2026 |
| AUM CAGR | +13.8% /yrover 11 yrs · 28 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $440M | +7.6% | +12.1% | +7.8% | |
| Discretionary AUM | |||||
| Total AUM | $440.5M |
| Discretionary | $440.5M |
| Employees | 3 |
| Client Accounts | 196 |
| Client Range | 0 |
Address
1901 AVENUE OF THE STARS
LOS ANGELES CA 90067
Phone
310-907-8656
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$440M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$440M
| $440M |
| +7.6% |
| +12.1% |
| +7.8% |
| Total Accounts | 196 | +4.3% | +5.7% | +3.9% |
| Avg Account Size | $2M | +3.2% | +6.0% | +3.8% |
| Employees | 3 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $147M | +7.6% | +12.1% | +7.8% |
Client AUM Segments | |||||
| Wealth AUM | $415M | +7.5% | +12.8% | +8.6% | |
| Institutional AUM | $25M | +9.4% | +2.7% | 1.3% | |
Client Count Segments | |||||
| HNW Clients | 2 | 33.3% | 20.6% | 16.7% | |
| Institutional | 2 | 0.0% | 20.6% | 19.7% | |
| Individuals | 33 | 0.0% | 0.0% | +2.6% | |