| Total AUM | $334.9M |
| Discretionary | $334.9M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $83.7M |
| Employees | 4 |
| Peak AUM | $406.9MOct 2025 |
| AUM CAGR | -16.5% /yrover 1 yrs · 5 filings |
Total AUM
$335M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $335M | — | — | — | — |
| Discretionary AUM | $335M | — | — | ||
| Total AUM | $334.9M |
| Discretionary | $334.9M |
| Employees | 4 |
| Client Accounts | 4 |
Phone
510-387-2820
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$335M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
— |
| Total Accounts | 4 | — | — | — | — |
| Avg Account Size | $84M | — | — | — | — |
| Employees | 4 | — | — | — | — |
| AUM / Employee | $84M | — | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $335M | — | — | — | — |
Client Count Segments | |||||
| Pooled / Fund | 4 | — | — | — | — |