| Total AUM | $187.1M |
| Discretionary | $187.1M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $62.4M |
| Employees | 3 |
| Peak AUM | $187.1MMar 2026 |
| AUM CAGR | +418.1% /yrover 2 yrs · 5 filings |
Total AUM
$187M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $187M | +27.7% | — | — | — |
| Discretionary AUM | $187M | +27.7% | |||
| Total AUM | $187.1M |
| Discretionary | $187.1M |
| Employees | 3 |
| Client Accounts | 3 |
Address
401 WILSHIRE BLVD.
SANTA MONICA CA 90401
Phone
424-252-4813
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$187M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| — |
| — |
— |
| Total Accounts | 3 | +50.0% | — | — | — |
| Avg Account Size | $62M | 14.8% | — | — | — |
| Employees | 3 | 25.0% | 11.2% | — | — |
| AUM / Employee | $62M | +70.3% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $187M | +27.7% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 3 | +50.0% | — | — | — |