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Building 2SAGE RHINO CAPITAL LLC

Map pinMENLO PARK, CA
Phone(650) 352-5600
NotebookSEC #801-112150
Total AUM
$883.7M
Employees
10
Clients
196

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
101 JEFFERSON DRIVE
MENLO PARK
CA 94025
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Phone
(650) 352-5600

ReceiptFinancials

Total AUM
$883.7M
Accounts
1,502
Discretionary
$883.7M
Accounts
1,502
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
53
AUM
$20.7M
HNW Individual Clients
139
AUM
$850.4M
Pension/Profit Sharing Plan Clients
2
AUM
$10.2M
Corporation or Business Clients
2
AUM
$2.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)
State Registrations
CACONYTNTXWA

HandshakeAffiliates

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

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