| Total AUM | $1.06B |
| Discretionary | $1.06B100% of AUM |
| Client Accounts | 17 |
| Avg Account Size | $62.6M |
| Employees | 21 |
| Peak AUM | $1.06BMar 2026 |
| AUM CAGR | +0.6% /yrover 14 yrs · 21 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.1B | +8.1% | +3.4% | +7.4% | |
| Discretionary AUM | $1.1B | ||||
| Total AUM | $1.06B |
| Discretionary | $1.06B |
| Employees | 21 |
| Client Accounts | 17 |
Address
11766 WILSHIRE BLVD
LOS ANGELES CA 90025-6567
Phone
(310) 996-9585
Filing History
21 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.1B
| +8.1% |
| +3.4% |
| +7.4% |
| Total Accounts | 17 | +6.3% | +2.0% | +7.2% |
| Avg Account Size | $63M | +1.7% | +1.3% | +0.2% |
| Employees | 21 | +5.0% | +1.6% | +2.0% |
| AUM / Employee | $51M | +2.9% | +1.7% | +5.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.1B | +8.1% | +3.4% | +7.4% | |
Client Count Segments | |||||
| Pooled / Fund | 17 | +6.3% | +2.0% | +7.2% | |