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Building 2PRIMARY FUNDS, LLC

Map pinSAN RAFAEL, CA
Phone415-464-1830
NotebookSEC #801-69279
Total AUM
$20.2M
Employees
1
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1005 A STREET
SUITE 408
SAN RAFAEL
CA 94901
United States
Operating Hours
8AM - 5PM
Monday - Friday
Phone
415-464-1830

ReceiptFinancials

Total AUM
$20.2M
Accounts
3
Discretionary
$8.6M
Accounts
2
Non-Discretionary
$11.6M
Accounts
1

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUMCharges Performance-Based
Other Compensation
ANNUAL RETAINER FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

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

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