| Total AUM | $786.2M |
| Discretionary | $786.2M100% of AUM |
| Client Accounts | 5 |
| Avg Account Size | $157.2M |
| Employees | 12 |
| Peak AUM | $786.2MMar 2026 |
| AUM CAGR | +7.7% /yrover 14 yrs · 25 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $786M | +8.8% | +11.4% | +12.8% | |
| Discretionary AUM | |||||
| Total AUM | $786.2M |
| Discretionary | $786.2M |
| Employees | 12 |
| Client Accounts | 5 |
Address
111 PINE STREET
SAN FRANCISCO CA 94111
Phone
415-296-9850
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$786M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Total AUM
$786M
| $786M |
| +8.8% |
| +11.4% |
| +12.8% |
| Total Accounts | 5 | +25.0% | 0.0% | +10.8% |
| Avg Account Size | $157M | 13.0% | +11.4% | +1.8% |
| Employees | 12 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $66M | +8.8% | +11.4% | +12.8% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $786M | +8.8% | +11.4% | +12.8% | |
Client Count Segments | |||||
| Pooled / Fund | 5 | +25.0% | 0.0% | +10.8% | |