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Building 2PHASE 2 PARTNERS

Map pinSAN FRANCISCO, CA
Phone415-503-5712
NotebookSEC #801-120141
Total AUM
$487.4M
Employees
8
Clients
9

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
44 MONTGOMERY STREET
SUITE 2970
SAN FRANCISCO
CA 94104
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
415-503-5712

ReceiptFinancials

Total AUM
$487.4M
Accounts
9
Discretionary
$487.4M
Accounts
9
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
9
AUM
$487.4M

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

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