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Building 2AI FUNDS

Map pinSAUSALITO, CA
Phone510-400-4495
NotebookSEC #801-136370
Total AUM
$2.1M
Employees
3
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
75 GATE 5 RD
SAUSALITO
CA 94965
United States
Operating Hours
9:00AM - 5:00PM
Monday - Friday
Phone
510-400-4495

ReceiptFinancials

Total AUM
$2.1M
Accounts
4
Discretionary
$2.1M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
3
AUM
$0
Pooled Vehicle Clients
1
AUM
$2.1M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled 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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