| Total AUM | $461.6M |
| Discretionary | $461.6M100% of AUM |
| Client Accounts | 4 |
| Avg Account Size | $115.4M |
| Employees | 16 |
| Peak AUM | $491.3MMar 2025 |
Total AUM
$462M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $462M | 6.0% | +3.6% | — | |
| Discretionary AUM | $462M | ||||
| Total AUM | $461.6M |
| Discretionary | $461.6M |
| Employees | 16 |
| Client Accounts | 4 |
Address
2440 SAND HILL RD
MENLO PARK CA 94025
Phone
650-788-2608
Filing History
10 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$462M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| 6.0% |
| +3.6% |
| — |
| Total Accounts | 4 | 0.0% | +10.1% | — |
| Avg Account Size | $115M | 6.0% | 5.9% | — |
| Employees | 16 | +23.1% | +10.1% | +38.6% |
| AUM / Employee | $29M | 23.7% | 5.9% | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $462M | 6.0% | +3.6% | — | |
Client Count Segments | |||||
| Pooled / Fund | 4 | 0.0% | +10.1% | — | |