THINKEQUITY LLC
Total AUM
$172.1M
Employees
151Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
600 MONTGOMERY STREET
3RD FLOOR
SAN FRANCISCO
CA 94111
United States
3RD FLOOR
SAN FRANCISCO
CA 94111
United States
Operating Hours
6AM TO 5PM
Monday - Friday
Monday - Friday
Phone
415-249-2900
Financials
Total AUM
$172.1M
Accounts
416Discretionary
$172.1M
Accounts
416Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
PORTFOLIO REPORTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM
Compliance
Disclosures
Dismissed Civil Action (Settlement)SRO Rule Violation
State Registrations
AZCACTDCFLILMAMDMIMNMONCNYOHORPAWA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 2 other businesses.