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Building 2CSI CAPITAL MANAGEMENT INC

Map pinSAN FRANCISCO, CA
Phone415-354-3000
NotebookSEC #801-14549
Total AUM
$1.4B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
600 CALIFORNIA STREET
18TH FLOOR
SAN FRANCISCO
CA 94108
United States
Operating Hours
8:30AM TO 5:30PM
Monday - Friday
Phone
415-354-3000

ReceiptFinancials

Total AUM
$1.4B
Accounts
1,409
Discretionary
$1.4B
Accounts
1,389
Non-Discretionary
$23.1M
Accounts
20

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Company Portfolio ManagementFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ANNUAL FEE SUBJECT TO PERIODIC ADJUSTMENT.

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACTFLGAILMAMINCNENVNYOHORPATXVAWA

HandshakeAffiliates

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

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