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CITRINE CAPITAL
CITRINE CAPITAL, LLC
CRD 171735 · SEC 801-120487
535 MISSION ST, 14TH FLOOR, SAN FRANCISCO, CA, 94105, United States
Phone
(415) 494-8262
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$346.7M
Discretionary AUM
$346.7M
Team
8 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees; A PERCENTAGE OF NET WORTH
Org form
Limited Liability Company
Filing date
2026-03-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)TAX RETURN PREPARATION SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 66 | $32.0M |
| High net worth individuals | 75 | $314.7M |
States served
CA, GA, IL, WA, TX
All web addresses on file
Official SEC filing: View on IAPD