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Building 2UNCONVENTIONAL INVESTOR, LLC

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Phone(415) 235-3729
NotebookSEC #801-113896
Total AUM
$191.3M
Employees
2
Clients
77

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(415) 235-3729
Other Offices
1

ReceiptFinancials

Total AUM
$191.3M
Accounts
380
Discretionary
$191.3M
Accounts
380
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$13.5M
HNW Individual Clients
48
AUM
$176M
Charitable Organization Clients
1
AUM
$1.7M

Briefcase businessServices

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Services Offered
Individual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMANCNH

HandshakeAffiliates

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

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