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Building 2SANTIAGO CAPITAL, LLC

Map pin
Phone415-699-8972
NotebookSEC #801-117620
Total AUM
$152.7M
Employees
1
Clients
36

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
6:30AM TO 5:00PM
Monday - Friday
Phone
415-699-8972

ReceiptFinancials

Total AUM
$152.7M
Accounts
33
Discretionary
$152.7M
Accounts
33
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
33
AUM
$152.1M
Pooled Vehicle Clients
3
AUM
$603.5K

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
RESEARCH SERVICES

Shield checkCompliance

Disclosures

None reported

State Registrations
CAPR

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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