$230MM AUM | $1.5MM Rev in
Menlo Park, CA
We are a 30 year old MWBE RIA. We manage client portfolios investing in stocks, bonds, etfs, and hedging instruments. We have a balanced, and an equity-only track record. We are beginning the process of considering a sale of our firm. We believe that our clients will transition smoothly, as we have very good and long term relationships with them. The quality of the acquiring partner is paramount, and we would look for a firm that can continue our high standard of personalized care. We have extensive community goodwill, and a pristine ADV. We have a long tenured client service, operations, and administrative team that would stay on, and insure solid transition. We custody assets at both Schwab and Fidelity. We have never really marketed ourselves, and have grown by referral only. We are beginning to undertake an effort to market, and believe that we can grow over the next several years. We have an attractive equity track record that we are seeking to begin to market in the institutional market.