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SIDEPOCKET INCORPORATED

SIDEPOCKET INC

CRD 312031 · SEC 801-120228

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1 SANSOME STREET, SUITE 3500, SAN FRANCISCO, CA, 94104, United States

Phone

800-490-2188

Fax

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

TypeClientsAUM
Individuals47$513K
High net worth individuals13$402K

States served

CA, MA, NY, TX

All web addresses on file

Official SEC filing: View on IAPD