| Total AUM | $517.8M |
| Discretionary | $517.8M100% of AUM |
| Client Accounts | 6 |
| Avg Account Size | $86.3M |
| Employees | 7 |
| Peak AUM | $536.3MMar 2025 |
Total AUM
$518M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $518M | 3.5% | +9.0% | +20.4% | |
| Discretionary AUM | |||||
| Total AUM | $517.8M |
| Discretionary | $517.8M |
| Employees | 7 |
| Client Accounts | 6 |
| Client Range | 0 |
Address
3675 SACRAMENTO STREET
SAN FRANCISCO CA 94118
Phone
209-683-3109 #804
Filing History
20 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$518M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
| $518M |
| 3.5% |
| +9.0% |
| +20.4% |
| Total Accounts | 6 | 0.0% | 0.0% | +3.7% |
| Avg Account Size | $86M | 3.5% | +9.0% | +16.1% |
| Employees | 7 | 0.0% | +20.5% | +11.8% |
| AUM / Employee | $74M | 3.5% | 9.6% | +7.6% |
Client AUM Segments | |||||
| Wealth AUM | $116M | 5.6% | +0.1% | 10.8% | |
| Fund / Pooled AUM | $402M | 2.8% | +12.2% | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | +8.4% | |