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Building 2SOCIAL CAPITAL

Map pinPALO ALTO, CA
Phone650-521-9007
NotebookSEC #801-107471
Total AUM
$1.9B
Employees
63
Clients
21

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
120 HAWTHORNE AVE.
PALO ALTO
CA 94301
United States
Operating Hours
8:30AM - 6PM
Monday - Friday
Phone
650-521-9007
Other Offices
1

ReceiptFinancials

Total AUM
$1.9B
Accounts
11
Discretionary
$1.9B
Accounts
11
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
11
AUM
$1.9B
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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