| Total AUM | $908.0M |
| Discretionary | $908.0M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $75.7M |
| Employees | 4 |
| Peak AUM | $908.0MMar 2026 |
| AUM CAGR | +13.3% /yrover 14 yrs · 28 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $908M | +30.9% | +16.0% | +16.9% | |
| Discretionary AUM | |||||
| Total AUM | $908.0M |
| Discretionary | $908.0M |
| Employees | 4 |
| Client Accounts | 12 |
Address
414 CHURCH STREET
SANDPOINT ID 83864
Phone
415-362-0648
Filing History
28 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$908M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$908M
| $908M |
| +30.9% |
| +16.0% |
| +16.9% |
| Total Accounts | 12 | +20.0% | +6.3% | +11.4% |
| Avg Account Size | $76M | +9.1% | +9.2% | +4.9% |
| Employees | 4 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $227M | +30.9% | +16.0% | +16.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $908M | +30.9% | +16.0% | +16.9% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | +20.0% | +6.3% | +11.4% | |