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AI FUNDS

SAUSALITO, CA · CRD 328886 · IAPD ↗ · 510-400-4495

$2.1MRegulatory AUM
2Advisory reps
3Employees
0Clients
n/aPlanning clients
1Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

80
June 2026 — AI FUNDS (SAUSALITO, CA) is newly SEC-registered with $2.1M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.