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Building 2SHOTT CAPITAL MANAGEMENT

Map pinSAN FRANCISCO, CA
Phone415-394-7271
NotebookSEC #801-38612
Total AUM
$1.2B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 CALIFORNIA STREET
SUITE 801
SAN FRANCISCO
CA 94108
USA
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
415-394-7271

ReceiptFinancials

Total AUM
$1.2B
Accounts
41
Discretionary
$1B
Accounts
2
Non-Discretionary
$156.5M
Accounts
39

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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