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NORTH CAPITAL
SAN FRANCISCO, CA
415-315-9916
SEC #801-69932Total AUM
$57.8M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
315 MONTGOMERY STREET
SUITE 900
SAN FRANCISCO
CA 94104
United States
SUITE 900
SAN FRANCISCO
CA 94104
United States
Operating Hours
8:30AM - 5:30PM
Monday - Friday
Monday - Friday
Phone
415-315-9916
Financials
Total AUM
$57.8M
Accounts
29Discretionary
$23.5M
Accounts
27Non-Discretionary
$34.3M
Accounts
2
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension ConsultingPublications
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Subscription Fee
Compliance
Disclosures
None reported
State Registrations
CA
Affiliates
Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.