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Building 2WESTON PRESIDIO

Map pinSAUSALITO, CA
Phone415-944-6479
NotebookSEC #801-73514
Total AUM
$270M
Employees
7
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
ONE HARBOR DRIVE
SUITE 300
SAUSALITO
CA 94965
United States
Operating Hours
9AM - 5PM
Monday - Friday
Phone
415-944-6479

ReceiptFinancials

Total AUM
$270M
Accounts
5
Discretionary
$270M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
CARRIED INTEREST

Shield checkCompliance

Disclosures

None reported

State Registrations
CAMA

HandshakeAffiliates

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

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