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Building 2PARTNERS FOR GROWTH

Map pinTIBURON, CA
Phone415-912-5894
NotebookSEC #801-78206
Total AUM
$962.2M
Employees
21
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1751 TIBURON BLVD
TIBURON
CA 94920
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
415-912-5894
Other Offices
1

ReceiptFinancials

Total AUM
$962.2M
Accounts
7
Discretionary
$962.2M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
7
AUM
$962.2M

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
CAMA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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