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Building 2FFL

Map pinSAN FRANCISCO, CA
Phone415-402-2100
NotebookSEC #801-73886
Total AUM
$4.1B
Employees
43
Clients
30

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
333 BUSH STREET
SUITE 1450
SAN FRANCISCO
CA 94104-2806
United States
Operating Hours
9 AM - 6 PM
Monday - Friday
Phone
415-402-2100

ReceiptFinancials

Total AUM
$4.1B
Accounts
30
Discretionary
$4.1B
Accounts
30
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
30
AUM
$4.1B

Briefcase businessServices

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

Shield checkCompliance

Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
CA

HandshakeAffiliates

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Affiliates
Reported 4 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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