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Building 2TRINITY ALPS CAPITAL

Map pinSAN FRANCISCO, CA
Phone415-740-5841
NotebookSEC #801-117657
Total AUM
$1.1B
Employees
6
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 MONTGOMERY STREET
STE. 2030
SAN FRANCISCO
CA 94111
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
415-740-5841

ReceiptFinancials

Total AUM
$1.1B
Accounts
21
Discretionary
$5.3M
Accounts
7
Non-Discretionary
$1.1B
Accounts
14

ContactClients

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HNW Individual Clients
1
AUM
$3.3M
Pooled Vehicle Clients
16
AUM
$1.1B

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional 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 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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