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

Building 2STEVENSON CAPITAL MANAGEMENT, INC.

Map pinCUPERTINO, CA
Phone408-973-7849
NotebookSEC #801-17842
Total AUM
$269.8M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
19925 STEVENS CREEK BLVD
CUPERTINO
CA 95014
USA
Operating Hours
8:30 AM TO 5 PM
Monday - Friday
Phone
408-973-7849

ReceiptFinancials

Total AUM
$269.8M
Accounts
185
Discretionary
$230.2M
Accounts
162
Non-Discretionary
$39.6M
Accounts
23

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Individual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CAFLIDNJTX

HandshakeAffiliates

View all affiliates →

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

Feature requires an account