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Building 2SHASTA VENTURES

Map pin
Phone650-543-1700
NotebookSEC #801-129638
Total AUM
$2B
Employees
10
Clients
8

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:30AM - 5:30PM
Monday - Friday
Phone
650-543-1700

ReceiptFinancials

Total AUM
$2B
Accounts
8
Discretionary
$2B
Accounts
8
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
8
AUM
$2B

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
AZCA

HandshakeAffiliates

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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