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Building 2RCM

Map pinSAN FRANCISCO, CA
Phone415 954-5400
NotebookSEC #801-56308
Total AUM
$21.2B
Employees
111
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
555 MISSION STREET
SUITE 1700
SAN FRANCISCO
CA 94105
United States
Operating Hours
8:00A.M. TO 4:30P.M.
Monday - Friday
Phone
415 954-5400

ReceiptFinancials

Total AUM
$21.2B
Accounts
163
Discretionary
$20.6B
Accounts
158
Non-Discretionary
$617.4M
Accounts
5

ContactClients

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None reported

Briefcase businessServices

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

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)SEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CANYTX

HandshakeAffiliates

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Affiliates
Reported 19 business affiliates.
Claimed Affiliates
Reported as an affiliate by 20 other businesses.

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