| Total AUM | $2.28B |
| Discretionary | $2.28B100% of AUM |
| Client Accounts | 27 |
| Avg Account Size | $84.6M |
| Employees | 28 |
| Peak AUM | $2.28BMay 2026 |
| AUM CAGR | +19.8% /yrover 15 yrs · 33 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.3B | +20.8% | +3.8% | +8.6% | |
| Discretionary AUM | |||||
| Total AUM | $2.28B |
| Discretionary | $2.28B |
| Employees | 28 |
| Client Accounts | 27 |
Address
225 SANTA MONICA BLVD.
SANTA MONICA CA 90401
Phone
(310) 458-2003
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.3B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$2.3B
| $2.3B |
| +20.8% |
| +3.8% |
| +8.6% |
| Total Accounts | 27 | 6.9% | 1.2% | +12.3% |
| Avg Account Size | $85M | +29.8% | +5.0% | 3.3% |
| Employees | 28 | +3.7% | 2.3% | +5.8% |
| AUM / Employee | $82M | +16.5% | +6.2% | +2.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.3B | +20.8% | +3.8% | +8.6% | |
Client Count Segments | |||||
| Institutional | 3 | +50.0% | 15.7% | +8.3% | |
| Pooled / Fund | 27 | 6.9% | 5.5% | +12.3% | |