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Building 2SIVIA CAPITAL PARTNERS, LLC

Map pinMILL VALLEY, CA
Phone(415) 231-7490
NotebookSEC #801-79173
Total AUM
$1.2B
Employees
5
Clients
55

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
495 MILLER AVENUE
SUITE 206
MILL VALLEY
CA 94941
United States
Operating Hours
BY APPOINTMENT ONLY
Monday - Friday
Phone
(415) 231-7490

ReceiptFinancials

Total AUM
$1.2B
Accounts
521
Discretionary
$1.2B
Accounts
431
Non-Discretionary
$34.4M
Accounts
90

ContactClients

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Individual Clients
1
AUM
$237.5K
HNW Individual Clients
54
AUM
$1.2B

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANYTXWA

HandshakeAffiliates

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

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