| Total AUM | $809.9M |
| Discretionary | $809.9M100% of AUM |
| Client Accounts | 392 |
| Avg Account Size | $2.1M |
| Employees | 9 |
| Peak AUM | $1.11BMar 2022 |
| AUM CAGR | +9.3% /yrover 25 yrs · 58 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $810M | 1.9% | +3.5% | 5.3% | |
| Discretionary AUM | $810M | ||||
| Total AUM | $809.9M |
| Discretionary | $809.9M |
| Employees | 9 |
| Client Accounts | 392 |
| Client Range | 51-100 |
Address
44 MONTGOMERY ST. SUITE 300
SAN FRANCISCO CA 94104
Phone
415-977-1200
Filing History
58 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$810M
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
$810M
| 1.9% |
| +3.5% |
| 3.0% |
| Total Accounts | 392 | +684.0% | 2.0% | +0.2% |
| Avg Account Size | $2M | 87.5% | +5.6% | 5.4% |
| Employees | 9 | +28.6% | +8.7% | +2.4% |
| AUM / Employee | $90M | 23.7% | 4.8% | 7.5% |
Client AUM Segments | |||||
| Wealth AUM | $411M | 0.3% | +2.3% | +0.9% | |
| Institutional AUM | $390M | 3.7% | +4.8% | 10.2% | |
| Fund / Pooled AUM | $9M | +10.6% | +5.2% | — | |
Client Count Segments | |||||
| HNW Clients | 31 | 6.1% | +6.0% | 2.9% | |
| Institutional | 23 | 14.8% | 8.5% | 5.2% | |
| Pooled / Fund | 1 | 0.0% | 0.0% | — | |
| Individuals | 85 | +4.9% | 6.5% | 2.0% | |