| Total AUM | $830.6M |
| Discretionary | $830.6M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $276.9M |
| Employees | 6 |
| Peak AUM | $867.8MMar 2025 |
| AUM CAGR | +14.8% /yrover 7 yrs · 14 filings |
Total AUM
$831M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $831M | 4.3% | 1.2% | +9.4% | |
| Discretionary AUM | |||||
| Total AUM | $830.6M |
| Discretionary | $830.6M |
| Employees | 6 |
| Client Accounts | 3 |
Address
ONE LETTERMAN DRIVE
SAN FRANCISCO CA 94129
Phone
(415) 488-8508
Filing History
14 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$831M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $831M |
| 4.3% |
| 1.2% |
| +9.4% |
| Total Accounts | 3 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $277M | 4.3% | 1.2% | +9.4% |
| Employees | 6 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $138M | 4.3% | 1.2% | +9.4% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $831M | 4.3% | 1.2% | +9.4% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |