| Total AUM | $3.42B |
| Discretionary | $3.42B100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $684.9M |
| Employees | 22 |
| Peak AUM | $5.00BMar 2024 |
| AUM CAGR | +22.4% /yrover 10 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.4B | 12.5% | 10.1% | +3.8% | |
| Discretionary AUM | |||||
| Total AUM | $3.42B |
| Discretionary | $3.42B |
| Employees | 22 |
| Client Accounts | 5 |
Address
357 TEHAMA STREET
SAN FRANCISCO CA 94103
Phone
415-754-3517
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$3.4B
| $3.4B |
| 12.5% |
| 10.1% |
| +3.8% |
| Total Accounts | 5 | 0.0% | 0.0% | 3.6% |
| Avg Account Size | $685M | 12.5% | 10.1% | +7.7% |
| Employees | 22 | 0.0% | +9.0% | +11.1% |
| AUM / Employee | $156M | 12.5% | 17.5% | 6.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $3.4B | 12.5% | 10.1% | +3.8% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | 0.0% | 0.0% | 3.6% | |