| Total AUM | $1.37B |
| Discretionary | $1.37B100% of AUM |
| Client Accounts | 109 |
| Avg Account Size | $12.6M |
| Employees | 11 |
| Peak AUM | $1.89BMay 2021 |
| AUM CAGR | +8.0% /yrover 25 yrs · 33 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +25.6% | +3.0% | 6.2% | |
| Discretionary AUM | |||||
| Total AUM | $1.37B |
| Discretionary | $1.37B |
| Employees | 11 |
| Client Accounts | 109 |
Address
26435 CARMEL RANCHO BOULEVARD
CARMEL CA 93923-8852
Phone
831-625-6355
Filing History
33 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
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
$1.4B
| $1.4B |
| +25.6% |
| +3.0% |
| 6.2% |
| Total Accounts | 109 | +0.9% | 0.0% | 0.9% |
| Avg Account Size | $13M | +24.4% | +3.0% | 5.3% |
| Employees | 11 | 0.0% | +3.2% | +1.9% |
| AUM / Employee | $125M | +25.6% | 0.3% | 7.9% |
Client AUM Segments | |||||
| Wealth AUM | $138M | +7.6% | +5.4% | +1.2% | |
| Institutional AUM | $1.2B | +28.1% | +2.5% | 7.2% | |
| Fund / Pooled AUM | $66M | +26.2% | +5.5% | +2.4% | |
Client Count Segments | |||||
| HNW Clients | 17 | 0.0% | 8.2% | 3.2% | |
| Institutional | 35 | +6.1% | +15.0% | +6.1% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |
| Individuals | 21 | 8.7% | 1.5% | 2.6% | |