| Total AUM | $605.7M |
| Discretionary | $574.7M95% of AUM |
| Non-Discretionary | $30.9M |
| Client Accounts | 1,249 |
| Avg Account Size | $485K |
| Employees | 17 |
| Peak AUM | $605.7MDec 2025 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $606M | +6.1% | +25.6% | +22.0% | |
| Discretionary AUM | |||||
| Total AUM | $605.7M |
| Discretionary | $574.7M |
| Employees | 17 |
| Client Accounts | 1249 |
| Client Range | 0 |
Address
30 LIBERTY SHIP WAY #3225
SAUSALITO CA 94965
Phone
415-962-2526
Filing History
48 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$575M
94.9% of AUM
Non-Discretionary
$31M
5.1% of AUM
Disc. mix ▲ 0.4pp vs 1 year ago
Custody
| +15.9% /yrover 20 yrs · 48 filings |
Total AUM
$606M
| $575M |
| +6.5% |
| +27.8% |
| +27.5% |
| Non-Disc. AUM | $31M | 2.2% | +0.8% | 10.9% |
| Total Accounts | 1k | +2.0% | +29.8% | +20.0% |
| Avg Account Size | $484,928.223 | +4.0% | 3.2% | +1.7% |
| Employees | 17 | 15.0% | 3.5% | 2.3% |
| AUM / Employee | $36M | +24.8% | +30.2% | +24.9% |
Client AUM Segments | |||||
| Wealth AUM | $579M | +5.7% | +24.6% | +21.3% | |
| Institutional AUM | $27M | +13.4% | +62.2% | +49.4% | |
Client Count Segments | |||||
| HNW Clients | 381 | +1.1% | +27.8% | +19.1% | |
| Institutional | 18 | +157.1% | — | — | |
| Individuals | 147 | 1.3% | +17.7% | +10.4% | |