| Total AUM | $5.11B |
| Discretionary | $5.11B100% of AUM |
| Client Accounts | 13 |
| Avg Account Size | $392.9M |
| Employees | 95 |
| Peak AUM | $5.24BMar 2025 |
| AUM CAGR | +24.6% /yrover 14 yrs · 24 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $5.1B | 2.5% | +5.6% | +17.5% | |
| Discretionary AUM | $5.1B | ||||
| Total AUM | $5.11B |
| Discretionary | $5.11B |
| Employees | 95 |
| Client Accounts | 13 |
Address
555 MISSION STREET
SAN FRANCISCO CA 94105
Phone
415-310-0391
Filing History
24 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$5.1B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$5.1B
| 2.5% |
| +5.6% |
| +17.5% |
| Total Accounts | 13 | +18.2% | +5.7% | +7.6% |
| Avg Account Size | $393M | 17.5% | 0.1% | +9.2% |
| Employees | 95 | +4.4% | +7.7% | +12.4% |
| AUM / Employee | $54M | 6.6% | 2.0% | +4.6% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $5.1B | 2.5% | +5.6% | +17.5% | |
Client Count Segments | |||||
| Pooled / Fund | 13 | +18.2% | +5.7% | +7.6% | |