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Building 2PACIFIC VIEW ASSET MANAGEMENT, LLC

Map pinSAN FRANCISCO, CA
Phone415-318-5800
NotebookSEC #801-109947
Total AUM
$148.8M
Employees
19
Clients
18

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 MONTGOMERY STREET
5TH FLOOR
SAN FRANCISCO
CA 94111-2702
United States
Operating Hours
6 AM - 4 PM
Monday - Friday
Phone
415-318-5800

ReceiptFinancials

Total AUM
$148.8M
Accounts
18
Discretionary
$148.8M
Accounts
18
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
12
AUM
$4.7M
Investment Company Clients
1
AUM
$18.6M
Pooled Vehicle Clients
2
AUM
$69.2M
Government Entity Clients
1
AUM
$55.5M
Other Clients
2
AUM
$917.2K
Description of Other Clients
PRIVATE COMPANIES

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled 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 12 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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