| Total AUM | $1.40B |
| Discretionary | $1.40B100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $1.40B |
| Employees | 15 |
| Peak AUM | $1.40BMar 2025 |
| AUM CAGR | +15.5% /yrover 12 yrs · 23 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +9.4% | +11.5% | +11.7% | |
| Discretionary AUM | |||||
| Total AUM | $1.40B |
| Discretionary | $1.40B |
| Employees | 15 |
| Client Accounts | 1 |
Address
10877 WILSHIRE BLVD
LOS ANGELES CA 90024
Phone
310-208-7300
Filing History
23 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$1.4B
| $1.4B |
| +9.4% |
| +11.5% |
| +11.7% |
| Total Accounts | 1 | 50.0% | 30.7% | 24.2% |
| Avg Account Size | $1.4B | +118.7% | +60.7% | +47.4% |
| Employees | 15 | 0.0% | +35.7% | +20.1% |
| AUM / Employee | $93M | +9.4% | 17.9% | 7.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.4B | +9.4% | +11.5% | +11.7% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 50.0% | 30.7% | 24.2% | |