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Building 2CRECERA FINANCE MANAGEMENT COMPANY, LLC

Map pinMILL VALLEY, CA
Phone415-845-8447
NotebookSEC #801-74621
Total AUM
$146.4M
Employees
2
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9 VISTA REAL
MILL VALLEY
CA 94941
United States
Operating Hours
8:30AM - 6PM
Monday - Friday
Phone
415-845-8447
Other Offices
1

ReceiptFinancials

Total AUM
$146.4M
Accounts
5
Discretionary
$146.4M
Accounts
5
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$146.4M

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

None reported

HandshakeAffiliates

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

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