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

Building 2GENCAP PORTFOLIO MANAGEMENT

Map pinTIBURON, CA
Phone(415) 797-6003
NotebookSEC #801-106577
Total AUM
$420.4M
Employees
8
Clients
184

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1100 MAR WEST STREET
SUITE C
TIBURON
CA 94920
United States
Operating Hours
9:00 AM - 4:00 PM
Monday - Friday
Phone
(415) 797-6003

ReceiptFinancials

Total AUM
$420.4M
Accounts
552
Discretionary
$382.3M
Accounts
504
Non-Discretionary
$38.1M
Accounts
48

ContactClients

View more in analytics →

Individual Clients
56
AUM
$98.5M
HNW Individual Clients
120
AUM
$302.5M
Pension/Profit Sharing Plan Clients
3
AUM
$4.5M
Charitable Organization Clients
4
AUM
$2M
Investment Advisor Clients
1
AUM
$13M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
SUB ADVISER SERVICES
Compensation Types
Charges Hourly FeeCharges Other FeeCharges Percentage AUM
Other Compensation
SUB-ADVISER FEES

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account