1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2COGENUITY PARTNERS, LLC

Map pinSAN FRANCISCO, CA
Phone628-204-6610
NotebookSEC #801-134034
Total AUM
$693.8M
Employees
16
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE EMBARCADERO CENTER
SUITE 3820
SAN FRANCISCO
CA 94111
United States
Operating Hours
8:30AM-5:00PM
Monday - Friday
Phone
628-204-6610
Other Offices
1

ReceiptFinancials

Total AUM
$693.8M
Accounts
4
Discretionary
$693.8M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
4
AUM
$693.8M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

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

Feature requires an account