| Total AUM | $190.0M |
| Discretionary | $190.0M100% of AUM |
| Client Accounts | 14 |
| Avg Account Size | $13.6M |
| Employees | 1 |
| Peak AUM | $190.0MMar 2026 |
| AUM CAGR | +1.0% /yrover 25 yrs · 33 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $190M | +16.1% | +8.7% | +6.6% | |
| Discretionary AUM | |||||
| Total AUM | $190.0M |
| Discretionary | $190.0M |
| Employees | 1 |
| Client Accounts | 14 |
| Client Range | 0 |
Phone
818 505-9313
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$190M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
No related registrations reported
Total AUM
$190M
| $190M |
| +16.1% |
| +8.7% |
| +6.6% |
| Total Accounts | 14 | 17.6% | 19.7% | 14.7% |
| Avg Account Size | $14M | +40.9% | +35.3% | +25.0% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $190M | +16.1% | +8.7% | +6.6% |
Client AUM Segments | |||||
| Wealth AUM | $149M | +15.1% | +8.6% | +5.9% | |
| Institutional AUM | $41M | +19.7% | +9.3% | +9.5% | |
| Other AUM | $3,473 | — | — | — | |
Client Count Segments | |||||
| Institutional | 2 | 0.0% | 0.0% | 0.0% | |
| Individuals | 11 | +10.0% | +16.3% | +12.9% | |