| Total AUM | $7.76B |
| Discretionary | $7.76B100% of AUM |
| Client Accounts | 40 |
| Avg Account Size | $194.1M |
| Employees | 9 |
| Peak AUM | $7.76BMar 2026 |
| AUM CAGR | +87.3% /yrover 5 yrs · 17 filings |
Total AUM
$7.8B
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.8B | +120.8% | +63.4% | +57.9% | |
| Discretionary AUM | |||||
| Total AUM | $7.76B |
| Discretionary | $7.76B |
| Employees | 9 |
| Client Accounts | 40 |
Address
100 WILSHIRE BLVD
SANTA MONICA CA 90401
Phone
424-238-2927
Filing History
17 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$7.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $7.8B |
| +120.8% |
| +63.4% |
| +59.4% |
| Total Accounts | 40 | 0.0% | 0.8% | +5.2% |
| Avg Account Size | $194M | +120.8% | +64.7% | +50.1% |
| Employees | 9 | 40.0% | 13.7% | 5.6% |
| AUM / Employee | $863M | +268.0% | +89.3% | +67.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $7.8B | +120.8% | +63.4% | +59.4% | |
Client Count Segments | |||||
| Pooled / Fund | 40 | 0.0% | 0.8% | +5.9% | |