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Building 2THOMAS WEISEL PARTNERS LLC

Map pinSAN FRANCISCO, CA
Phone415-364-2500
NotebookSEC #801-56577
Total AUM
$1.9B
Employees
31
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE MONTGOMERY STREET
SUITE 3700
SAN FRANCISCO
CA 94104
United States
Operating Hours
6:00 AM TO 6:00 PM
Monday - Friday
Phone
415-364-2500

ReceiptFinancials

Total AUM
$1.9B
Accounts
1,304
Discretionary
$543.3M
Accounts
88
Non-Discretionary
$1.4B
Accounts
1,216

ContactClients

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Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges CommissionCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures
Court Injunction (Past 10 Years)Court Violation FindingOther Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)Other Regulator Violation FindingPending Regulatory ProceedingSEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation FindingSRO Rule Violation
State Registrations
CAMANY

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Affiliates
Reported 9 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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