| Total AUM | $732.0M |
| Discretionary | $732.0M100% of AUM |
| Client Accounts | 28 |
| Avg Account Size | $26.1M |
| Employees | 10 |
| Peak AUM | $1.41BMar 2015 |
| AUM CAGR | +2.5% /yrover 25 yrs · 54 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $732M | +10.5% | +7.0% | +2.0% | |
| Discretionary AUM | |||||
| Total AUM | $732.0M |
| Discretionary | $732.0M |
| Employees | 10 |
| Client Accounts | 28 |
Address
601 CALIFORNIA ST., SUITE 1500
SAN FRANCISCO CA 94108-2805
Phone
415-989-7852
Filing History
54 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$732M
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
$732M
| $732M |
| +10.5% |
| +7.0% |
| +2.0% |
| Total Accounts | 28 | +12.0% | 0.0% | 5.3% |
| Avg Account Size | $26M | 1.3% | +7.0% | +7.8% |
| Employees | 10 | 0.0% | 0.0% | 1.9% |
| AUM / Employee | $73M | +10.5% | +7.0% | +4.0% |
Client AUM Segments | |||||
| Wealth AUM | $57M | +26.3% | +11.6% | +11.8% | |
| Institutional AUM | $643M | +6.5% | +5.7% | +0.8% | |
| Fund / Pooled AUM | $32M | +135.9% | +40.3% | +26.1% | |
Client Count Segments | |||||
| HNW Clients | 9 | 10.0% | 3.3% | 9.6% | |
| Pooled / Fund | 2 | 0.0% | 0.0% | 7.7% | |
| Individuals | 12 | +50.0% | +13.7% | +14.6% | |