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Building 2AMERICAN INFRASTRUCTURE

Map pinFOSTER CITY, CA
Phone650-854-6000
NotebookSEC #801-114344
Total AUM
$1.7B
Employees
19
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 TOWER LANE
SUITE 750
FOSTER CITY
CA 94404
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
650-854-6000

ReceiptFinancials

Total AUM
$1.7B
Accounts
8
Discretionary
$1.7B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$1.5B
Insurance Company Clients
1
AUM
$215.2M

Briefcase businessServices

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Services Offered
Institutional 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 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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