| Total AUM | $554.9M |
| Discretionary | $554.9M100% of AUM |
| Client Accounts | 47 |
| Avg Account Size | $11.8M |
| Employees | 20 |
| Peak AUM | $554.9MMar 2026 |
| AUM CAGR | +15.7% /yrover 1 yrs · 4 filings |
Total AUM
$555M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $555M | +14.9% | — | — | — |
| Discretionary AUM | $555M | — | |||
| Total AUM | $554.9M |
| Discretionary | $554.9M |
| Employees | 20 |
| Client Accounts | 47 |
Address
1639B ELECTRIC AVENUE
VENICE CA 90291
Phone
+1-714-408-4618
Filing History
4 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$555M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 100.0pp vs 1 year ago
Custody
| — |
— |
| Total Accounts | 47 | +17.5% | — | — | — |
| Avg Account Size | $12M | 2.2% | — | — | — |
| Employees | 20 | +5.3% | — | — | — |
| AUM / Employee | $28M | +9.1% | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $555M | +14.9% | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 47 | +17.5% | — | — | — |