| Total AUM | $967.0M |
| Discretionary | $789.6M82% of AUM |
| Non-Discretionary | $177.4M |
| Client Accounts | 25 |
| Avg Account Size | $38.7M |
| Employees | 6 |
| Peak AUM | $967.0MMar 2026 |
| AUM CAGR | +25.0% /yrover 1 yrs · 11 filings |
Total AUM
$967M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $967M | — | — | — | |
| Discretionary AUM | $790M | — | |||
| Total AUM | $967.0M |
| Discretionary | $789.6M |
| Employees | 6 |
| Client Accounts | 25 |
Address
555 MISSION STREET
SAN FRANCISCO CA 94105
Phone
209-265-8990
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$790M
81.7% of AUM
Non-Discretionary
$177M
18.3% of AUM
Custody
| — |
| Non-Disc. AUM | $177M | — | — | — |
| Total Accounts | 25 | — | — | — |
| Avg Account Size | $39M | — | — | — |
| Employees | 6 | — | — | — |
| AUM / Employee | $161M | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $967M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 25 | — | — | — | |