Overview

Established 1995 practice in San Francisco, California, $19,000,000 AUM. I have 35 years of experience in this field and we also offer market-neutral, tax-advantaged, high-yield, and hedged strategies. We would like to partner with another firm that might benefit from our superior returns, allocate some assets to manage to increase our revenues, and develop a plan of succession. I will be 74 in 2024 with no current plans to retire, but our partner would eventually inherit our book. I would look forward to discussions with anyone who might find our firm of interest.


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