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Building 2SOCIAL CAPITAL

Map pinMENLO PARK, CA
Phone(650) 521-9007
NotebookSEC #801-129235
Total AUM
$1.5B
Employees
15
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
506 SANTA CRUZ AVENUE
SUITE 300
MENLO PARK
CA 94025
United States
Operating Hours
8:30AM - 6:00PM
Monday - Friday
Phone
(650) 521-9007

ReceiptFinancials

Total AUM
$1.5B
Accounts
8
Discretionary
$1.5B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$1.5B

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

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