| Total AUM | $259.7M |
| Discretionary | $259.7M100% of AUM |
| Client Accounts | 3 |
| Avg Account Size | $86.6M |
| Employees | 10 |
| Peak AUM | $259.7MMar 2026 |
| AUM CAGR | +13.6% /yrover 1 yrs · 13 filings |
Total AUM
$260M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $260M | — | — | — | |
| Discretionary AUM | $260M | — | |||
| Total AUM | $259.7M |
| Discretionary | $259.7M |
| Employees | 10 |
| Client Accounts | 3 |
Address
3000 EL CAMINO REAL
PALO ALTO CA 94306
Phone
650-683-1382
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$260M
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Custody
| — |
| Total Accounts | 3 | — | — | — |
| Avg Account Size | $87M | — | — | — |
| Employees | 10 | — | — | — |
| AUM / Employee | $26M | — | — | — |
Client AUM Segments | |||||
| Fund / Pooled AUM | $260M | — | — | — | |
Client Count Segments | |||||
| Pooled / Fund | 3 | — | — | — | |