| Total AUM | $2.15B |
| Discretionary | $2.15B100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $717.5M |
| Employees | 16 |
| Peak AUM | $5.30BMar 2022 |
| AUM CAGR | +20.6% /yrover 14 yrs · 37 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $2.2B | 33.1% | 11.3% | 12.4% | |
| Discretionary AUM | |||||
| Total AUM | $2.15B |
| Discretionary | $2.15B |
| Employees | 16 |
| Client Accounts | 3 |
Address
555 CALIFORNIA STREET
SAN FRANCISCO CA 94104
Phone
415-391-9500
Filing History
37 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$2.2B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$2.2B
| $2.2B |
| 33.1% |
| 11.3% |
| 12.4% |
| Total Accounts | 3 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $717M | 33.1% | 11.3% | 12.4% |
| Employees | 16 | 11.1% | 8.7% | +2.7% |
| AUM / Employee | $135M | 24.8% | 2.9% | 14.7% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $2.2B | 33.1% | 11.3% | 12.4% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |