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Building 2DEDICATED CAPITAL ADVISORS, LLC

Map pinSAN FRANCISCO, CA
Phone415-765-1778
NotebookSEC #801-78393
Total AUM
$162.5M
Employees
2
Clients
73

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
601 MONTGOMERY ST.
SUITE 1111
SAN FRANCISCO
CA 94111
United States
Operating Hours
7:00AM-4:00PM
Monday - Friday
Phone
415-765-1778

ReceiptFinancials

Total AUM
$162.5M
Accounts
140
Discretionary
$94.1M
Accounts
128
Non-Discretionary
$68.4M
Accounts
12

ContactClients

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Individual Clients
14
AUM
$4.3M
HNW Individual Clients
43
AUM
$143.7M
Charitable Organization Clients
16
AUM
$14.4M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial Planning
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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