| Total AUM | $786.1M |
| Discretionary | $786.1M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $786.1M |
| Employees | 3 |
| Peak AUM | $951.2MMar 2025 |
| AUM CAGR | +28.6% /yrover 5 yrs · 10 filings |
Total AUM
$786M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $786M | 17.4% | +6.6% | +28.6% | |
| Discretionary AUM | |||||
| Total AUM | $786.1M |
| Discretionary | $786.1M |
| Employees | 3 |
| Client Accounts | 1 |
Phone
650-799-2945
Filing History
10 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
No related registrations reported
| $786M |
| 17.4% |
| +6.6% |
| +28.6% |
| Total Accounts | 1 | 50.0% | 20.6% | 29.2% |
| Avg Account Size | $786M | +65.3% | +34.3% | +81.6% |
| Employees | 3 | 0.0% | 0.0% | +9.1% |
| AUM / Employee | $262M | 17.4% | +6.6% | +17.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $786M | 17.4% | +6.6% | +28.6% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 50.0% | 20.6% | 29.2% | |