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Building 2LEGALIST

Map pinSAN FRANCISCO, CA
Phone415-570-7878
NotebookSEC #801-117830
Total AUM
$1B
Employees
36
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2700 19TH STREET
SAN FRANCISCO
CA 94110
United States
Operating Hours
9:00 AM - 5:00 PM
Monday - Friday
Phone
415-570-7878

ReceiptFinancials

Total AUM
$1B
Accounts
15
Discretionary
$999M
Accounts
14
Non-Discretionary
$30M
Accounts
1

ContactClients

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Pooled Vehicle Clients
14
AUM
$999M
Other Clients
1
AUM
$30M
Description of Other Clients
SMA

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

None reported

HandshakeAffiliates

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Affiliates
Reported 11 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.

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