| Total AUM | $309.5M |
| Discretionary | $309.5M100% of AUM |
| Client Accounts | 11 |
| Avg Account Size | $28.1M |
| Employees | 4 |
| Peak AUM | $445.5MMar 2022 |
| AUM CAGR | -3.6% /yrover 5 yrs · 11 filings |
Total AUM
$310M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $310M | +13.3% | +3.2% | 1.0% | |
| Discretionary AUM | |||||
| Total AUM | $309.5M |
| Discretionary | $309.5M |
| Employees | 4 |
| Client Accounts | 11 |
Address
400 CONCAR DRIVE
SAN MATEO CA 94402
Phone
347-266-2976
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$310M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $310M |
| +13.3% |
| +3.2% |
| 1.0% |
| Total Accounts | 11 | 0.0% | 2.8% | +4.1% |
| Avg Account Size | $28M | +13.3% | +6.2% | 4.9% |
| Employees | 4 | 0.0% | +9.8% | 4.4% |
| AUM / Employee | $77M | +13.3% | 6.0% | +3.5% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $310M | +13.3% | +3.2% | 1.0% | |
Client Count Segments | |||||
| Pooled / Fund | 11 | 0.0% | 2.8% | +4.1% | |