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Building 2SPO PARTNERS & CO.

Map pinMILL VALLEY, CA
Phone415-383-6600
NotebookSEC #801-73719
Total AUM
$3.3B
Employees
10
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
591 REDWOOD HIGHWAY
SUITE 3215
MILL VALLEY
CA 94941
United States
Operating Hours
8AM-5PM
Monday - Friday
Phone
415-383-6600

ReceiptFinancials

Total AUM
$3.3B
Accounts
4
Discretionary
$3.3B
Accounts
4
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
3
AUM
$3.2B
Charitable Organization Clients
1
AUM
$48.2M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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