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Building 2PANTHEON

Map pinSAN FRANCISCO, CA
Phone415-249-6200
NotebookSEC #801-32850
Total AUM
$11
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 CALIFORNIA STREET
SUITE 3450
SAN FRANCISCO
CA 94104
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
415-249-6200
Other Offices
2

ReceiptFinancials

Total AUM
$11
Accounts
10
Discretionary
$11
Accounts
10
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
10
AUM
$11

Briefcase businessServices

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Services Offered
Institutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 6 other businesses.

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