| Total AUM | $1.40B |
| Discretionary | $1.40B100% of AUM |
| Client Accounts | 2 |
| Avg Account Size | $701.9M |
| Employees | 27 |
| Peak AUM | $1.58BMar 2024 |
| AUM CAGR | +18.7% /yrover 11 yrs · 26 filings |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $1.4B | +8.5% | 0.2% | +16.8% | |
| Discretionary AUM | |||||
| Total AUM | $1.40B |
| Discretionary | $1.40B |
| Employees | 27 |
| Client Accounts | 2 |
Address
200 NORTH PACIFIC COAST HIGHWAY
EL SEGUNDO CA 90245
Phone
617-880-7494
Filing History
26 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$1.4B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Custody
Total AUM
$1.4B
| $1.4B |
| +8.5% |
| 0.2% |
| +16.8% |
| Total Accounts | 2 | 0.0% | 0.0% | 0.0% |
| Avg Account Size | $702M | +8.5% | 0.2% | +16.8% |
| Employees | 27 | 6.9% | +2.6% | +1.6% |
| AUM / Employee | $52M | +16.5% | 2.7% | +15.0% |
Client AUM Segments | |||||
| Fund / Pooled AUM | $1.4B | +8.5% | 0.2% | +16.8% | |
Client Count Segments | |||||
| Pooled / Fund | 2 | 0.0% | 0.0% | 0.0% | |