AEQUIM ALTERNATIVE INVESTMENTS LP
Mill Valley, CA
AUM
$8.25B
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-477-9077
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, MILL VALLEY
8 advisers found
VIOLICH CAPITAL MANAGEMENT
Mill Valley, CA
AUM
$1.04B
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
415-217-4444
RELEVANT WEALTH ADVISORS, LLC
Mill Valley, CA
AUM
$799.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM
415-925-4000
GROUNDED CAPITAL, LLC
Mill Valley, CA
AUM
$520.0M
Wealth MgmtInstitutional
Team
7 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-692-5760
CYPRESS POINT INVESTMENT MANAGEMENT LP
Mill Valley, CA
AUM
$512.4M
Wealth MgmtInstitutional
Team
4 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-598-1040
SCHMITZ CAPITAL PARTNERS, LLC
Mill Valley, CA
AUM
$132.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
415-381-9075
AUSTIN CREEK CAPITAL, LLC
Mill Valley, CA
AUM
$7.5M
Financial PlanningWealth MgmtInstitutional
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
415-322-9314
RISING CAPITAL INC.
Mill Valley, CA
AUM
$30.1M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
415-843-1183
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