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Other adviserSEC-registered1 private funds· Corte Madera, California

Other adviser, based in Corte Madera, California, reporting $267M of regulatory assets.

Composed from this adviser's Form ADV classification, location and filed figures.

Regulatory AUM
$267M
Form ADV
Advisors
0
IAPD
RAUM change, 1 year
+96%
Form ADV, consecutive annual filings
Private clients
0.0%
of RAUM
Form ADV
See where advisers wentSee teams that moved
More
AdvisorsWhere the RAUM sits
As of · the latest Form ADV filing; advisor counts and movement are read from IAPD daily

Nothing material in the last 180 days. Last change: 18 Mar 2026, RAUM $136M to $267M (+95.7%) on the Form ADV filed 18 Mar 2026.

Every filed figure, and the identifiersCRD 318883 · SEC 801-131637 · 3 filingsShow
CRD 318883SEC 801-131637First filing on the tape Nov 15, 2024, latest Mar 18, 2026SEC status approved since Dec 16, 2024IAPD
RAUM
$267M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
0.0%
$0 individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
Not computed
derived; firm RAUM over IAPD count
Employees
1
1 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
1
reported on Schedule D
History
3 filings and snapshots on the tape

RAUM +96% over the last fiscal year · the tape starts Nov 15, 2024

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$267M as of Mar 18, 2026
Mar 27, 2025$136M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Mar 18, 2026
Mar 27, 20250 then
Employees (5.A)1 as of Mar 18, 2026
Mar 27, 20251 then
Private funds1 as of Mar 18, 2026
Mar 27, 20251 then
RAUM +96% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Mar 18, 2026; every figure names its basis
The rule behind each archetype, and every derived figureShow
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
unknownderivedHNW RAUM over HNW clients
Average account
$88.9MderivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 office incl. principal (1.F.5)
RAUM growth, one year
+96%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, performance-basedreportedItem 5.E
Advisory activities
portfolio management for businesses and institutions, portfolio management for pooled vehiclesreportedItem 5.G
Custody
$73.8M, 1 clientreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing

56% pooled investment vehicles, 44% corporations and businesses

The breakdown by client type, and the client counts2 client typesShow
  • Pooled investment vehicles$73.8M56%
  • Corporations and businesses$57.8M44%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
3reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
$73.8M for 1 clientreported
Compensation
% of AUM, performancereported
Class basis
RAUM: 0% private clients, 28% pooled funds, 0% institutions; no related broker-dealer; no related bankderived
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Advisors registered through the firm
      0 on IAPD today; the longest tenured first
      No representative is registered through this CRD on IAPD.
      Private funds
      1 reported on Schedule D 7.B.(1)
      FundTypeGross assetsOwnersFirst reported
      P•••••• C•••• P••••••• L•Hedge Fund$73.8M158Nov 15, 2024
      Owners and control persons
      Schedule A and B, latest filing
      • S••••• K••••• M•••••• · Member; Manager; Chief Compliance Officercontrol
        since 01/2022 · owns 75% or more
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      ADV anomalies
      2 against comparable advisers; where to look, not conclusions
      • institutional asset share shiftChange between filings · filing Mar 18, 2026
        institutional share of RAUM moved from 0.0% to 22.0% between the annual amendments of 2025-03-27 and 2026-03-18
        peers: other advisers, $100M to $500M (212)
      • RAUM up 50 %Change between filings · filing Mar 18, 2026
        RAUM (Item 5.F) moved from $136,267,290 to $266,653,208 (+96.0%) between the annual amendments of 2025-03-27 and 2026-03-18; the peer median change was +8.0% (161 comparable advisers, 94.0th percentile of changes)
        peers: other advisers, $100M to $500M (161) · 94% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 2 to 3
        Mar 27, 2025 to Mar 18, 2026
      • Corporate clients · unset to 1.0
        Mar 27, 2025 to Mar 18, 2026
      • Assets in custody · $51.8M to $73.8M
        Mar 27, 2025 to Mar 18, 2026
      • Discretionary RAUM · $136M to $267M
        Mar 27, 2025 to Mar 18, 2026
      • Pooled vehicle RAUM · $51.8M to $73.8M
        Mar 27, 2025 to Mar 18, 2026
      Full history · 12 changes
      • RAUM · $136M to $267M
        Mar 27, 2025 to Mar 18, 2026
      • Accounts · 1 to 2
        Nov 15, 2024 to Mar 27, 2025
      • Assets in custody · $41.1M to $51.8M
        Nov 15, 2024 to Mar 27, 2025
      • Financial planning clients · unset to
        Nov 15, 2024 to Mar 27, 2025
      • Discretionary RAUM · $41.1M to $136M
        Nov 15, 2024 to Mar 27, 2025
      • Pooled vehicle RAUM · $41.1M to $51.8M
        Nov 15, 2024 to Mar 27, 2025
      • RAUM · $41.1M to $136M
        Nov 15, 2024 to Mar 27, 2025
      Signals
      2 dated events
      • ••• Locked
        Mar 18, 2026 · RAUM change · derived
      • ••• Locked
        Nov 15, 2024 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Principal office phone
      ••• Lockedreportedpublic record, Form ADV, Mar 18, 2026
      Provenance
      Sources, class rule and load dateForm ADV and IAPD, loaded Sep 14, 2026Show
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Other adviserderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      Not computedderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026

      Not yet on record: net advisor flow, 12 months.