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Building 2SBJ CAPITAL

Map pinWALNUT CREEK, CA
Phone415-848-1990
NotebookSEC #801-126318
Total AUM
$749.4M
Employees
19
Clients
15

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2001 NORTH MAIN STREET
SUITE 650
WALNUT CREEK
CA 94596
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
415-848-1990
Other Offices
2

ReceiptFinancials

Total AUM
$749.4M
Accounts
15
Discretionary
$749.4M
Accounts
15
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
15
AUM
$749.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMN

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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