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Building 2UNDERHILL INVESTMENT MANAGEMENT LLC

Map pinGREENBRAE, CA
Phone415-785-3670
NotebookSEC #801-70241
Total AUM
$191.1M
Employees
6
Clients
96

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
100 DRAKES LANDING ROAD
SUITE 100
GREENBRAE
CA 94904
United States
Operating Hours
6:30 AM - 4:30 PM
Monday - Friday
Phone
415-785-3670

ReceiptFinancials

Total AUM
$191.1M
Accounts
99
Discretionary
$191.1M
Accounts
99
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
80
AUM
$116.7M
Pension/Profit Sharing Plan Clients
1
AUM
$6.4M
Charitable Organization Clients
10
AUM
$52.5M
Corporation or Business Clients
5
AUM
$15.6M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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