| Total AUM | $149.7M |
| Discretionary | $147.5M99% of AUM |
| Non-Discretionary | $2.1M |
| Client Accounts | 165 |
| Avg Account Size | $907K |
| Employees | 1 |
| Peak AUM | $149.7MMar 2026 |
| AUM CAGR | +20.5% /yrover 2 yrs · 3 filings |
Total AUM
$150M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $150M | +22.4% | +20.5% | — | — |
| Discretionary AUM | $148M | +20.7% | |||
| Total AUM | $149.7M |
| Discretionary | $147.5M |
| Employees | 1 |
| Client Accounts | 165 |
| Client Range | 26-50 |
Phone
(415)-275-2442
Filing History
3 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$148M
98.6% of AUM
Non-Discretionary
$2M
1.4% of AUM
Disc. mix ▼ 1.4pp vs 1 year ago
Custody
No related registrations reported
| +19.6% |
| — |
— |
| Non-Disc. AUM | $2M | — | — | — | — |
| Total Accounts | 165 | +9.3% | +11.0% | — | — |
| Avg Account Size | $907,036.667 | +12.1% | +8.6% | — | — |
| Employees | 1 | 0.0% | 0.0% | — | — |
| AUM / Employee | $150M | +22.4% | +20.5% | — | — |
Client AUM Segments | |||||
| Wealth AUM | $150M | +22.4% | +20.5% | — | — |
Client Count Segments | |||||
| HNW Clients | 6 | 25.0% | 13.9% | — | — |
| Individuals | 32 | +6.7% | +7.2% | — | — |