| Total AUM | $37.04B |
| Discretionary | $37.04B100% of AUM |
| Client Accounts | 39 |
| Avg Account Size | $949.6M |
| Employees | 79 |
| Peak AUM | $37.04BMar 2026 |
| AUM CAGR | +43.1% /yrover 14 yrs · 32 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $37.0B | +44.6% | +19.4% | +13.7% | |
| Discretionary AUM | |||||
| Total AUM | $37.04B |
| Discretionary | $37.04B |
| Employees | 79 |
| Client Accounts | 39 |
Address
1 LETTERMAN DRIVE, BUILDING D
SAN FRANCISCO CA 94129
Phone
415-539-3105
Filing History
32 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$37.0B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$37.0B
| $37.0B |
| +44.6% |
| +19.4% |
| +13.7% |
| Total Accounts | 39 | +14.7% | +4.7% | +7.4% |
| Avg Account Size | $950M | +26.1% | +14.1% | +5.9% |
| Employees | 79 | +1.3% | +1.3% | +17.7% |
| AUM / Employee | $469M | +42.8% | +17.9% | 3.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $37.0B | +44.6% | +19.4% | +13.7% | |
Client Count Segments | |||||
| Pooled / Fund | 39 | +14.7% | +4.7% | +7.4% | |