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Building 2VALUEVEST MANAGEMENT CO LLC

Map pinSAN FRANCISCO, CA
Phone(415) 749-3002
NotebookSEC #801-49950
Total AUM
$14.9M
Employees
3
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3288 STEINER STREET
SUITE 200
SAN FRANCISCO
CA 94123
USA
Operating Hours
7:00 A.M. - 6:00 P.M.
Monday - Friday
Phone
(415) 749-3002

ReceiptFinancials

Total AUM
$14.9M
Accounts
2
Discretionary
$14.9M
Accounts
2
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-Desist
State Registrations
CA

HandshakeAffiliates

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

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