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SIDEPOCKET INCORPORATED
SIDEPOCKET INC
CRD 312031 · SEC 801-120228
1 SANSOME STREET, SUITE 3500, SAN FRANCISCO, CA, 94104, United States
Phone
800-490-2188
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$915K
Discretionary AUM
$915K
Team
16 total employees; 3 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 47 | $513K |
| High net worth individuals | 13 | $402K |
States served
CA, MA, NY, TX
All web addresses on file
Official SEC filing: View on IAPD