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Building 2EPLANET CAPITAL

Map pinSAN JOSE, CA
Phone408-236-6500
NotebookSEC #801-114060
Total AUM
$100.3M
Employees
7
Clients
3

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
99 ALMADEN BOULEVARD
STE 600
SAN JOSE
CA 95113
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
408-236-6500

ReceiptFinancials

Total AUM
$100.3M
Accounts
3
Discretionary
$100.3M
Accounts
3
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$100.3M

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

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