SEASONAL STRATEGY
Total AUM
$37.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
870 MARKET STREET
SUITE 919
SAN FRANCISCO
CA 94102
United States
SUITE 919
SAN FRANCISCO
CA 94102
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Monday - Friday
Phone
(415) 956-1721
Financials
Total AUM
$37.5M
Accounts
44Discretionary
$36.3M
Accounts
43Non-Discretionary
$1.3M
Accounts
1
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.