| Total AUM | $121.8M |
| Discretionary | $121.8M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $30.5M |
| Employees | 8 |
| Peak AUM | $263.5MApr 2022 |
| AUM CAGR | -17.5% /yrover 4 yrs · 10 filings |
Total AUM
$122M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $122M | 28.9% | 13.6% | — | |
| Discretionary AUM | $122M | ||||
| Total AUM | $121.8M |
| Discretionary | $121.8M |
| Employees | 8 |
| Client Accounts | 4 |
Address
265 MILLER AVENUE
MILL VALLEY CA 94941
Phone
415-746-9485
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$122M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| 28.9% |
| 13.6% |
| — |
| Total Accounts | 4 | +33.3% | +10.1% | — |
| Avg Account Size | $30M | 46.7% | 21.5% | — |
| Employees | 8 | 0.0% | 0.0% | — |
| AUM / Employee | $15M | 28.9% | 13.6% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $122M | 28.9% | 13.6% | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | +33.3% | +10.1% | — | |