| Total AUM | $16.59B |
| Discretionary | $11.31B68% of AUM |
| Non-Discretionary | $5.29B |
| Client Accounts | 80 |
| Avg Account Size | $207.4M |
| Employees | 8 |
| Peak AUM | $18.15BMar 2025 |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $16.6B | 8.6% | 0.1% | +11.3% | |
| Discretionary AUM | |||||
| Total AUM | $16.59B |
| Discretionary | $11.31B |
| Employees | 8 |
| Client Accounts | 80 |
Address
3883 HOWARD HUGHES PKWY
LAS VEGAS NV 89169
Phone
702-598-3738
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$11.3B
68.1% of AUM
Non-Discretionary
$5.3B
31.9% of AUM
Disc. mix ▲ 8.4pp vs 1 year ago
No related registrations reported
Total AUM
$16.6B
| $11.3B |
| +4.3% |
| +3.6% |
| +3.1% |
| Non-Disc. AUM | $5.3B | 27.7% | 6.6% | — |
| Total Accounts | 80 | 2.4% | 14.3% | 7.8% |
| Avg Account Size | $207M | 6.3% | +16.5% | +20.7% |
| Employees | 8 | 0.0% | 0.0% | +2.7% |
| AUM / Employee | $2.1B | 8.6% | 0.1% | +8.4% |
Client AUM Segments | |||||
| Institutional AUM | $98M | 14.3% | 27.0% | 13.0% | |
Client Count Segments | |||||
| Institutional | 22 | 8.3% | 33.8% | 21.5% | |