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Building 2PATEL CAPITAL MANAGEMENT

Map pin
Phone415-867-4301
NotebookSEC #801-131111
Total AUM
$7M
Employees
1
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
415-867-4301

ReceiptFinancials

Total AUM
$7M
Accounts
11
Discretionary
$6.5M
Accounts
8
Non-Discretionary
$500K
Accounts
3

ContactClients

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HNW Individual Clients
6
AUM
$7M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANJ

HandshakeAffiliates

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

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