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Building 2FALCON POINT CAPITAL, LLC

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Phone415-782-9600
NotebookSEC #801-61442
Total AUM
$19.7M
Employees
3
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address



Operating Hours
8:00AM-5:00PM
Monday - Friday
Phone
415-782-9600

ReceiptFinancials

Total AUM
$19.7M
Accounts
4
Discretionary
$19.7M
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
2
AUM
$18.2M
Corporation or Business Clients
1
AUM
$1.2M
Other Clients
1
AUM
$339.1K
Description of Other Clients
INTERNAL ACCOUNTS

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
INTERNAL ACCOUNTS
Compensation Types
Charges Percentage AUMCharges Performance-Based

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Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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