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Building 2SMARTGATEVC

Map pin
Phone(650)4339038
NotebookSEC #801-128658
Total AUM
$5M
Employees
3
Clients
1

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
9 TO 5
Monday - Friday
Phone
(650)4339038
Other Offices
2

ReceiptFinancials

Total AUM
$5M
Accounts
24
Discretionary
$5M
Accounts
24
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
1
AUM
$5M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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