| Total AUM | $576.5M |
| Discretionary | $576.5M100% of AUM |
| Client Accounts | 11 |
| Avg Account Size | $52.4M |
| Employees | 12 |
| Peak AUM | $576.5MMar 2026 |
| AUM CAGR | +0.9% /yrover 13 yrs · 19 filings |
Total AUM
$577M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $577M | +8.4% | +2.1% | +3.1% | |
| Discretionary AUM | |||||
| Total AUM | $576.5M |
| Discretionary | $576.5M |
| Employees | 12 |
| Client Accounts | 11 |
Address
9884 S SANTA MONICA BLVD
BEVERLY HILLS CA 90212
Phone
310-552-2790
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$577M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $577M |
| +8.4% |
| +2.1% |
| +3.1% |
| Total Accounts | 11 | 0.0% | 7.7% | 5.9% |
| Avg Account Size | $52M | +8.4% | +10.7% | +9.5% |
| Employees | 12 | 0.0% | +2.9% | 0.0% |
| AUM / Employee | $48M | +8.4% | 0.8% | +3.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $577M | +8.4% | +2.1% | +3.1% | |
Client Count Segments | |||||
| Pooled / Fund | 11 | 0.0% | 7.7% | 5.9% | |