1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2MOTIF CAPITAL MANAGEMENT, INC.

Map pinSAN MATEO, CA
Phone(888)523-2408
NotebookSEC #801-105472
Total AUM
$868.9M
Employees
7
Clients
174

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2 E. 3RD AVE.
SUITE 300
SAN MATEO
CA 94401
United States
Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
(888)523-2408
Other Offices
1

ReceiptFinancials

Total AUM
$868.9M
Accounts
184
Discretionary
$18.2M
Accounts
1
Non-Discretionary
$850.7M
Accounts
183

ContactClients

View more in analytics →

HNW Individual Clients
1
AUM
$18.2M
Banking Clients
1
AUM
$586.3M
Other Clients
172
AUM
$264.4M
Description of Other Clients
MODELS & INDEXES

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
EducationInstitutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio ManagementPublications
Other Services
MODELS & INDEXES
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
LICENSES FEES FROM MODELS & INDEXES

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account