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Building 2RAUB BROCK CAPITAL MANAGEMENT, LP

Map pinLARKSPUR, CA
Phone415-927-6990
NotebookSEC #801-71732
Total AUM
$2.9B
Employees
9
Clients
141

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
700 LARKSPUR LANDING CIRCLE
SUITE 240
LARKSPUR
CA 94939
United States
Operating Hours
8:30 - 5:00
Monday - Friday
Phone
415-927-6990

ReceiptFinancials

Total AUM
$2.9B
Accounts
6,352
Discretionary
$467M
Accounts
578
Non-Discretionary
$2.5B
Accounts
5,774

ContactClients

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Individual Clients
34
AUM
$19.7M
HNW Individual Clients
81
AUM
$256.2M
Pension/Profit Sharing Plan Clients
2
AUM
$18.5M
Investment Advisor Clients
24
AUM
$2.6B

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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