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Building 2PILLAR PACIFIC CAPITAL MANAGEMENT LLC

Map pinPACIFICA, CA
Phone650-758-0130
NotebookSEC #801-56472
Total AUM
$1.5B
Employees
11
Clients
412

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
210 EUREKA SQUARE
PACIFICA
CA 94044
United States
Operating Hours
8:00 AM TO 5:00 PM
Monday - Friday
Phone
650-758-0130
Other Offices
2

ReceiptFinancials

Total AUM
$1.5B
Accounts
412
Discretionary
$1.5B
Accounts
401
Non-Discretionary
$80.5M
Accounts
11

ContactClients

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Individual Clients
40
AUM
$21.8M
HNW Individual Clients
333
AUM
$1.3B
Pension/Profit Sharing Plan Clients
10
AUM
$88.9M
Charitable Organization Clients
12
AUM
$22.4M
Insurance Company Clients
3
AUM
$58.3M
Corporation or Business Clients
14
AUM
$52M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCATXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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