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Building 2CITRINE CAPITAL

Map pinSAN FRANCISCO, CA
Phone(415) 494-8262
NotebookSEC #801-120487
Total AUM
$346.7M
Employees
8
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
535 MISSION ST
14TH FLOOR
SAN FRANCISCO
CA 94105
United States
Operating Hours
BY APPOINTMENT
BY APPOINTMENT
Phone
(415) 494-8262
Other Offices
5

ReceiptFinancials

Total AUM
$346.7M
Accounts
640
Discretionary
$346.7M
Accounts
640
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
66
AUM
$32M
HNW Individual Clients
75
AUM
$314.7M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementOther Services
Other Services
TAX RETURN PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Other FeeCharges Percentage AUM
Other Compensation
A PERCENTAGE OF NET WORTH

Shield checkCompliance

Disclosures

None reported

State Registrations
CAGAILTXWA

HandshakeAffiliates

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

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