| Total AUM | $2.59B |
| Discretionary | $2.50B96% of AUM |
| Non-Discretionary | $93.3M |
| Client Accounts | 1,169 |
| Avg Account Size | $2.2M |
| Employees | 29 |
| Peak AUM | $2.59BMar 2026 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.6B | +12.2% | +20.3% | +17.4% | |
| Discretionary AUM | |||||
| Total AUM | $2.59B |
| Discretionary | $2.50B |
| Employees | 29 |
| Client Accounts | 1169 |
| Client Range | 0 |
Address
9720 WILSHIRE BLVD
BEVERLY HILLS CA 90212
Phone
310-432-0010
Filing History
52 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.5B
96.4% of AUM
Non-Discretionary
$93M
3.6% of AUM
Disc. mix ▲ 0.1pp vs 1 year ago
Total AUM
$2.6B
| $2.5B |
| +12.3% |
| +18.8% |
| +16.6% |
| Non-Disc. AUM | $93M | +8.7% | — | — |
| Total Accounts | 1k | 2.4% | +7.3% | +7.7% |
| Avg Account Size | $2M | +15.0% | +12.1% | +9.0% |
| Employees | 29 | +11.5% | +6.5% | +12.6% |
| AUM / Employee | $89M | +0.6% | +12.9% | +4.2% |
Client AUM Segments | |||||
| Wealth AUM | $1.6B | +5.4% | +14.8% | +14.7% | |
| Institutional AUM | $776M | +31.0% | +43.2% | +38.3% | |
| Other AUM | $206M | +8.7% | +10.9% | +2.1% | |
Client Count Segments | |||||
| Institutional | 7 | 0.0% | +5.3% | +7.0% | |
| Individuals | 234 | +28.6% | +4.5% | +5.5% | |