| Total AUM | $521.4M |
| Discretionary | $521.4M100% of AUM |
| Client Accounts | 1 |
| Avg Account Size | $521.4M |
| Employees | 5 |
| Peak AUM | $521.4MMar 2026 |
| AUM CAGR | +16.8% /yrover 15 yrs · 27 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $521M | +56.2% | +59.3% | +39.2% | |
| Discretionary AUM | |||||
| Total AUM | $521.4M |
| Discretionary | $521.4M |
| Employees | 5 |
| Client Accounts | 1 |
Address
33 NEW MONTGOMERY STREET
SAN FRANCISCO CA 94105
Phone
(888) 648-0668
Filing History
27 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$521M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
No related registrations reported
Total AUM
$521M
| $521M |
| +56.2% |
| +59.3% |
| +39.2% |
| Total Accounts | 1 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $521M | +56.2% | +59.3% | +39.2% |
| Employees | 5 | +25.0% | 0.0% | 3.6% |
| AUM / Employee | $104M | +25.0% | +59.3% | +44.3% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $521M | +56.2% | +59.3% | +39.2% | |
Client Count Segments | |||||
| Pooled / Fund | 1 | 0.0% | 0.0% | 0.0% | |