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FIGURE INVESTMENT ADVISORS, LLC
CRD 158307 · SEC 801-72508
650 CALIFORNIA STREET, SUITE 200, SAN FRANCISCO, CA, 94108, United States
Phone
628-236-5851
Fax
415-449-3462
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$442.2M
Discretionary AUM
$442.2M
Team
5 total employees; 2 advisory reps
Clients
—
Fees
Percentage of AUM; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Portfolio management (investment companies)Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $327.4M |
| Pooled investment vehicles | 4 | $114.8M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD