| Total AUM | $193.1M |
| Discretionary | $193.1M100% of AUM |
| Client Accounts | 122 |
| Avg Account Size | $1.6M |
| Employees | 1 |
| Peak AUM | $193.1MFeb 2026 |
| AUM CAGR | +7.9% /yrover 5 yrs · 18 filings |
Total AUM
$193M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $193M | +64.7% | +24.7% | +8.1% | |
| Discretionary AUM | |||||
| Total AUM | $193.1M |
| Discretionary | $193.1M |
| Employees | 1 |
| Client Accounts | 122 |
| Client Range | 0 |
Phone
415-320-6647
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$193M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
| $193M |
| +64.7% |
| +24.7% |
| +8.1% |
| Total Accounts | 122 | +3.4% | +0.5% | +5.3% |
| Avg Account Size | $2M | +59.3% | +24.1% | +2.7% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $193M | +64.7% | +24.7% | +8.1% |
Client AUM Segments | |||||
| Wealth AUM | $193M | +64.7% | +24.7% | +8.1% | |
Client Count Segments | |||||
| HNW Clients | 15 | 31.8% | 24.7% | 2.4% | |
| Individuals | 48 | +23.1% | +17.7% | +1.7% | |