| Total AUM | $444.8M |
| Discretionary | $444.8M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $37.1M |
| Employees | 1 |
| Peak AUM | $444.8MMar 2026 |
| AUM CAGR | +13.6% /yrover 6 yrs · 18 filings |
Total AUM
$445M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $445M | +6.8% | +27.9% | +16.6% | |
| Discretionary AUM | |||||
| Total AUM | $444.8M |
| Discretionary | $444.8M |
| Employees | 1 |
| Client Accounts | 12 |
Phone
310-968-8295
Filing History
18 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$445M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $445M |
| +6.8% |
| +27.9% |
| +16.6% |
| Total Accounts | 12 | 0.0% | 2.6% | +5.9% |
| Avg Account Size | $37M | +6.8% | +31.4% | +10.0% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $445M | +6.8% | +27.9% | +16.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $445M | +6.8% | +27.9% | +16.6% | |
Client Count Segments | |||||
| Pooled / Fund | 12 | 0.0% | 2.6% | +5.9% | |