| Total AUM | $822.4M |
| Discretionary | $822.4M100% of AUM |
| Client Accounts | 12 |
| Avg Account Size | $68.5M |
| Employees | 9 |
| Peak AUM | $822.4MJan 2026 |
Total AUM
$822M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $822M | +13.3% | +4.5% | +21.6% | |
| Discretionary AUM | |||||
| Total AUM | $822.4M |
| Discretionary | $822.4M |
| Employees | 9 |
| Client Accounts | 12 |
Address
500 NEWPORT CENTER DRIVE
NEWPORT BEACH CA 92660
Phone
949 706 8092
Filing History
30 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$822M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
| $822M |
| +13.3% |
| +4.5% |
| +21.6% |
| Total Accounts | 12 | +9.1% | +3.0% | +1.8% |
| Avg Account Size | $69M | +3.9% | +1.4% | +19.4% |
| Employees | 9 | +28.6% | +9.0% | +5.2% |
| AUM / Employee | $91M | 11.9% | 4.2% | +15.5% |
Client AUM Segments | |||||
| Wealth AUM | $36M | +10.5% | +10.8% | +3.3% | |
| Institutional AUM | $26M | +349.5% | +77.3% | +39.9% | |
| Fund / Pooled AUM | $760M | +10.6% | +3.3% | +22.6% | |
Client Count Segments | |||||
| Pooled / Fund | 9 | +12.5% | 0.0% | 0.0% | |