| Total AUM | $275.3M |
| Discretionary | $275.3M100% of AUM |
| Client Accounts | 165 |
| Avg Account Size | $1.7M |
| Employees | 2 |
| Peak AUM | $275.3MMar 2026 |
| AUM CAGR | +11.5% /yrover 18 yrs · 22 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $275M | +17.4% | +19.9% | +11.8% | |
| Discretionary AUM | |||||
| Total AUM | $275.3M |
| Discretionary | $275.3M |
| Employees | 2 |
| Client Accounts | 165 |
| Client Range | 26-50 |
Phone
650-714-5989
Filing History
22 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$275M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$275M
| $275M |
| +17.4% |
| +19.9% |
| +11.8% |
| Total Accounts | 165 | 0.0% | +3.1% | +2.6% |
| Avg Account Size | $2M | +17.4% | +16.2% | +8.9% |
| Employees | 2 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $138M | +17.4% | +19.9% | +11.8% |
Client AUM Segments | |||||
| Wealth AUM | $271M | +17.7% | +20.1% | +11.4% | |
| Institutional AUM | $4M | +4.2% | +8.6% | — | |
Client Count Segments | |||||
| Individuals | 24 | 4.0% | +1.4% | 0.8% | |