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Building 2STRATIFI, LLC

Map pinSAN FRANCISCO, CA
Phone415-548-6421
NotebookSEC #801-70173
Total AUM
$84.8M
Employees
11
Clients
26

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
77 GEARY STREET
FIFTH FLOOR
SAN FRANCISCO
CA 94108
United States
Operating Hours
9-5
Monday - Friday
Phone
415-548-6421

ReceiptFinancials

Total AUM
$84.8M
Accounts
28
Discretionary
$84.8M
Accounts
28
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
24
AUM
$62.4M
Investment Company Clients
1
AUM
$22.1M
Pooled Vehicle Clients
1
AUM
$247.6K

Briefcase businessServices

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Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CACOFLMANY

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

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