| Total AUM | $239.2M |
| Discretionary | $69.0M29% of AUM |
| Non-Discretionary | $170.2M |
| Client Accounts | 14 |
| Avg Account Size | $17.1M |
| Employees | 3 |
| Peak AUM | $239.2MMar 2026 |
| AUM CAGR | +19.0% /yrover 3 yrs · 9 filings |
Total AUM
$239M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $239M | +16.3% | +19.0% | — | |
| Discretionary AUM | $69M | ||||
| Total AUM | $239.2M |
| Discretionary | $69.0M |
| Employees | 3 |
| Client Accounts | 14 |
Address
11111 SANTA MONICA BLVD
LOS ANGELES CA 90025
Phone
310-640-7647
Filing History
9 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$69M
28.8% of AUM
Non-Discretionary
$170M
71.2% of AUM
Disc. mix ▼ 1.5pp vs 1 year ago
Custody
| +10.7% |
| +19.1% |
| — |
| Non-Disc. AUM | $170M | +18.8% | +18.9% | — |
| Total Accounts | 14 | 6.7% | +30.8% | — |
| Avg Account Size | $17M | +24.7% | 9.0% | — |
| Employees | 3 | 0.0% | +17.0% | — |
| AUM / Employee | $80M | +16.3% | +1.7% | — |
Client AUM Segments | |||||
| Wealth AUM | $170M | +18.8% | +18.9% | — | |
| Fund / Pooled AUM | $69M | +10.7% | +19.1% | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | — | |
| Individuals | 11 | +83.3% | +48.0% | — | |