| Total AUM | $137.7M |
| Discretionary | $137.7M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $45.9M |
| Employees | 1 |
| Peak AUM | $272.1MMar 2022 |
| AUM CAGR | -7.9% /yrover 7 yrs · 11 filings |
Total AUM
$138M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $138M | +0.9% | 8.6% | 11.2% | |
| Discretionary AUM | |||||
| Total AUM | $137.7M |
| Discretionary | $137.7M |
| Employees | 1 |
| Client Accounts | 3 |
Address
555 BRYANT ST
PALO ALTO CA 94301
Phone
415-265-5551
Filing History
11 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$138M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
| $138M |
| +0.9% |
| 8.6% |
| 11.2% |
| Total Accounts | 3 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $46M | +0.9% | 8.6% | 11.2% |
| Employees | 1 | 0.0% | 0.0% | 0.0% |
| AUM / Employee | $138M | +0.9% | 8.6% | 11.2% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $138M | +0.9% | 8.6% | 11.2% | |
Client Count Segments | |||||
| Pooled / Fund | 3 | 0.0% | 0.0% | 0.0% | |