| Total AUM | $3.86B |
| Discretionary | $3.86B100% of AUM |
| Client Accounts | 27 |
| Avg Account Size | $142.9M |
| Employees | 22 |
| Peak AUM | $4.10BMar 2022 |
| AUM CAGR | +14.7% /yrover 8 yrs · 19 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $3.9B | +17.0% | 0.8% | +6.8% | |
| Discretionary AUM | |||||
| Total AUM | $3.86B |
| Discretionary | $3.86B |
| Employees | 22 |
| Client Accounts | 27 |
Address
1201 HOWARD AVENUE
BURLINGAME CA 94010
Phone
650-416-1590
Filing History
19 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$3.9B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$3.9B
| $3.9B |
| +17.0% |
| 0.8% |
| +6.8% |
| Total Accounts | 27 | +58.8% | +21.0% | +27.5% |
| Avg Account Size | $143M | 26.3% | 18.0% | 16.3% |
| Employees | 22 | +4.8% | +6.7% | +11.1% |
| AUM / Employee | $175M | +11.7% | 7.0% | 3.9% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $3.9B | +17.0% | 0.8% | +6.8% | |
Client Count Segments | |||||
| Pooled / Fund | 27 | +58.8% | +21.0% | +27.5% | |