FISHER LYNCH CAPITAL, LLC
Burlingame, CA
AUM
$9.52B
Wealth Mgmt
Team
11 advisors
Clients
11-25
Fees
Percentage of AUM; Performance-based fees
617-406-3124
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
38 advisers found
ALTOS VENTURES MANAGEMENT, INC.
Burlingame, CA
AUM
$5.45B
Wealth Mgmt
Team
21 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-234-9771
SKYKNIGHT CAPITAL, L.P.
Burlingame, CA
AUM
$4.43B
Wealth Mgmt
Team
22 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415.914.0782
NEWVIEW CAPITAL MANAGEMENT, LLC
Burlingame, CA
AUM
$3.86B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
650-416-1590
ARC70 ADVISERS LP
Burlingame, CA
AUM
$1.90B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(415) 322-3303
SENTINEL DOME PARTNERS, LLC
Burlingame, CA
AUM
$1.59B
Wealth Mgmt
Team
9 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-636-9250
OCCIDENTAL ASSET MANAGEMENT, LLC
Burlingame, CA
AUM
$1.07B
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
0
Fees
Percentage of AUM
650-344-1600
LATERAL INVESTMENT MANAGEMENT, LLC
Burlingame, CA
AUM
$1.00B
Wealth Mgmt
Team
13 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-396-2200
VIRGO INVESTMENT GROUP LLC
Burlingame, CA
AUM
$857.4M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
650-486-1953
OCTAHEDRON CAPITAL MANAGEMENT, L.P.
Burlingame, CA
AUM
$594.2M
Wealth Mgmt
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
858-243-2204
GAVILAN INVESTMENT PARTNERS LLC
Burlingame, CA
AUM
$514.7M
Wealth MgmtInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
650-334-4990
TESSARA WEALTH
Burlingame, CA
AUM
$162.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
650-636-7526
BURLINGAME WEALTH MANAGEMENT, LLC
Burlingame, CA
AUM
$117.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; FEES PAID BY LPG CAPITAL PARTNERS LP AS DESCRIBED IN ADV PART 2
6505972400
LUNA CAPITAL MANAGEMENT, LLC
Burlingame, CA
AUM
$116.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(415) 513-5257
CIRCUIT WEALTH LLC
Burlingame, CA
AUM
$1.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
650-220-7555
OPTURA ADVISORS, INC.
Burlingame, CA
AUM
$671K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(415) 968-9269
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