| Total AUM | $785.0M |
| Discretionary | $785.0M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $785.0M |
| Employees | 5 |
| Peak AUM | $785.0MMar 2026 |
Total AUM
$785M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $785M | — | — | — | |
| Discretionary AUM | $785M | — | |||
| Total AUM | $785.0M |
| Discretionary | $785.0M |
| Employees | 5 |
| Client Accounts | 1 |
Address
601 CALIFORNIA STREET
SAN FRANCISCO CA 94108
Phone
415-249-1282
Filing History
6 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$785M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
| — |
| Total Accounts | 1 | — | — | — |
| Avg Account Size | $785M | — | — | — | — |
| Employees | 5 | +400.0% | — | — |
| AUM / Employee | $157M | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $785M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 1 | — | — | — | — |