| Total AUM | $208.6M |
| Discretionary | $99.0M47% of AUM |
| Non-Discretionary | $109.5M |
| Client Accounts | 7 |
| Avg Account Size | $29.8M |
| Employees | 3 |
| Peak AUM | $493.5MFeb 2016 |
| AUM CAGR |
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $209M | +19.6% | 7.7% | 10.0% | |
| Discretionary AUM | $99M | ||||
| Total AUM | $208.6M |
| Discretionary | $99.0M |
| Employees | 3 |
| Client Accounts | 7 |
Address
12400 WILSHIRE BLVD
LOS ANGELES CA 90025
Phone
424-652-7070
Filing History
25 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$99M
47.5% of AUM
Non-Discretionary
$110M
52.5% of AUM
Disc. mix ▼ 4.7pp vs 1 year ago
Custody
No related registrations reported
| +6.0% /yrover 20 yrs · 25 filings |
Total AUM
$209M
| +8.8% |
| 20.7% |
| 20.2% |
| Non-Disc. AUM | $110M | +31.4% | +18.2% | +17.3% |
| Total Accounts | 7 | 0.0% | 8.0% | 2.7% |
| Avg Account Size | $30M | +19.6% | +0.4% | 7.5% |
| Employees | 3 | 0.0% | 20.6% | 13.2% |
| AUM / Employee | $70M | +19.6% | +16.3% | +3.7% |
Client AUM Segments | |||||
| Institutional AUM | $26M | +29.5% | +4.1% | 19.1% | |
| Fund / Pooled AUM | $99M | +8.8% | 19.5% | 17.7% | |
| Other AUM | $84M | +32.0% | +17.0% | +36.8% | |
Client Count Segments | |||||
| Institutional | 1 | 0.0% | 20.6% | — | |
| Pooled / Fund | 5 | 0.0% | 5.9% | 0.0% | |