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Building 2KARL KAPITAL

Map pinSAN FRANCISCO, CA
Phone(415) 503-5712
NotebookSEC #801-131486
Total AUM
$268.4M
Employees
6
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
260 CALIFORNIA STREET
SUITE 803
SAN FRANCISCO
CA 94111
United States
Operating Hours
8AM-3PM
Monday - Friday
Phone
(415) 503-5712

ReceiptFinancials

Total AUM
$268.4M
Accounts
7
Discretionary
$268.4M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$268.4M

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

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