| Total AUM | $1.20B |
| Discretionary | $1.20B100% of AUM |
| Client Accounts | 10 |
| Avg Account Size | $120.3M |
| Employees | 30 |
| Peak AUM | $1.20BMar 2026 |
| AUM CAGR | +12.2% /yrover 10 yrs · 20 filings |
Total AUM
$1.2B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.2B | +9.8% | +10.4% | +21.5% | |
| Discretionary AUM | |||||
| Total AUM | $1.20B |
| Discretionary | $1.20B |
| Employees | 30 |
| Client Accounts | 10 |
Address
11150 SANTA MONICA BOULEVARD
LOS ANGELES CA 90025
Phone
(310) 844-9200
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $1.2B |
| +9.8% |
| +10.4% |
| +21.5% |
| Total Accounts | 10 | 0.0% | +7.7% | +14.9% |
| Avg Account Size | $120M | +9.8% | +2.5% | +5.7% |
| Employees | 30 | +15.4% | +10.9% | +20.1% |
| AUM / Employee | $40M | 4.8% | 0.5% | +1.1% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.2B | +9.8% | +10.4% | +21.5% | |
Client Count Segments | |||||
| Pooled / Fund | 10 | 0.0% | +7.7% | +14.9% | |