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B•••••• C•••••• L••

Asset manager (funds and pooled vehicles)SEC-registered· Mill Valley, California

Asset manager (funds and pooled vehicles), based in Mill Valley, California, reporting $362M of regulatory assets.

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

Regulatory AUM
$362M
Form ADV
Advisors
0
IAPD
RAUM change, 1 year
+254%
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: 20 Feb 2026, RAUM $102M to $362M (+253.6%) on the Form ADV filed 20 Feb 2026.

Every filed figure, and the identifiersCRD 333514 · SEC 801-131503 · 3 filingsShow
CRD 333514SEC 801-131503First filing on the tape Oct 24, 2024, latest Feb 20, 2026SEC status approved since Nov 25, 2024IAPD
RAUM
$362M
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
0
reported on Schedule D
History
3 filings and snapshots on the tape

RAUM +254% over the last fiscal year · the tape starts Oct 24, 2024

RAUM, HNW assets, advisors, employees and funds over time5 seriesShow
RAUM$362M as of Feb 20, 2026
Mar 21, 2025$102M then
HNW client RAUM: no history
State-registered IARs (5.B.3)0 as of Feb 20, 2026
Mar 21, 20250 then
Employees (5.A)1 as of Feb 20, 2026
Mar 21, 20251 then
Private funds: no history
RAUM +254% over the last fiscal yearIARs 0 to 0
Practice profile
derived from the filing of Feb 20, 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
$181MderivedRAUM 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
+254%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-based, otherreportedItem 5.E
Advisory activities
portfolio management for pooled vehiclesreportedItem 5.G
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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
Where the RAUM sits
Form ADV Item 5.D, latest filing

100% pooled investment vehicles

The breakdown by client type, and the client counts1 client typesShow
  • Pooled investment vehicles$362M100%
Individual clients
n/areported
HNW clients
n/areported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
2reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, performancereported
Class basis
RAUM: 0% private clients, 100% 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
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • W•••••••• B•••••••• R••••• · Cco, Cio & Managing Membercontrol
        since 07/2024 · 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
      1 against comparable advisers; where to look, not conclusions
      • RAUM up 50 %Change between filings · filing Feb 20, 2026
        RAUM (Item 5.F) moved from $102,422,645 to $362,141,122 (+254.0%) between the annual amendments of 2025-03-21 and 2026-02-20; the peer median change was +4.0% (1140 comparable advisers, 100.0th percentile of changes)
        peers: asset managers, $100M to $500M (1,140) · 100% percentile
      How anomalies are measured
      What changed
      consecutive filings, newest first
      • Accounts · 1 to 2
        Mar 21, 2025 to Feb 20, 2026
      • Pooled vehicle clients · 1 to 2
        Mar 21, 2025 to Feb 20, 2026
      • Discretionary RAUM · $102M to $362M
        Mar 21, 2025 to Feb 20, 2026
      • Pooled vehicle RAUM · $102M to $362M
        Mar 21, 2025 to Feb 20, 2026
      • RAUM · $102M to $362M
        Mar 21, 2025 to Feb 20, 2026
      Full history · 11 changes
      • Accounts · 0 to 1
        Oct 24, 2024 to Mar 21, 2025
      • Pooled vehicle clients · unset to 1.0
        Oct 24, 2024 to Mar 21, 2025
      • Financial planning clients · unset to
        Oct 24, 2024 to Mar 21, 2025
      • Discretionary RAUM · $0 to $102M
        Oct 24, 2024 to Mar 21, 2025
      • Pooled vehicle RAUM · unset to 102422645.0
        Oct 24, 2024 to Mar 21, 2025
      • RAUM · $0 to $102M
        Oct 24, 2024 to Mar 21, 2025
      Signals
      2 dated events
      • ••• Locked
        Feb 20, 2026 · RAUM change · derived
      • ••• Locked
        Oct 24, 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, Feb 20, 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
      Asset manager (funds and pooled vehicles)deriveda 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.