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HOMESTEAD CAPITAL USA, LLC

CRD 281186 · SEC 801-106596

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ONE EMBARCADERO CENTER, SUITE 3860, SAN FRANCISCO, CA, 94111, United States

Phone

415-369-9952

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.58B

Discretionary AUM

$1.58B

Team

23 total employees; 17 advisory reps

Clients

—

Fees

Percentage of AUM; Performance-based fees; ORIGINATION FEES, LENDING PROGRAM SERVICING FEES

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Portfolio management (pooled vehicles)Portfolio management (institutions)

Client types

TypeClientsAUM
Pooled investment vehicles6$1.58B

States served

CA

All web addresses on file

Official SEC filing: View on IAPD