SHORENSTEIN INVESTMENT ADVISERS LLC
San Francisco, CA
AUM
$787.5M
Wealth Mgmt
Team
33 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-772-7000
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
760 advisers found
ENCORE CONSUMER CAPITAL, LP
San Francisco, CA
AUM
$786.2M
Wealth Mgmt
Team
10 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-296-9850
COASTLANDS CAPITAL LP
San Francisco, CA
AUM
$785.0M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-249-1282
ACME
San Francisco, CA
AUM
$767.5M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
1-415-805-8500
CRCM L.P.
San Francisco, CA
AUM
$746.7M
Wealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM; INCENTIVE ALLOCATIONS
4155785700
MISSION CREEK CAPITAL PARTNERS, INC.
San Francisco, CA
AUM
$741.6M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
10 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
415-363-0400
SKBA CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$732.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
—
Fees
Percentage of AUM; PERCENTAGE OF MODEL PORTFOLIO ASSETS
415-989-7852
ARC ADVISORY LLC
San Francisco, CA
AUM
$708.3M
Wealth MgmtInstitutional
Team
8 advisors
Clients
—
Fees
Percentage of AUM
(510) 213-8085
COGENUITY PARTNERS, LLC
San Francisco, CA
AUM
$693.8M
Wealth Mgmt
Team
14 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
628-204-6610
YIHENG CAPITAL MANAGEMENT, L.P.
San Francisco, CA
AUM
$675.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-582-6360
THE ROXBOROUGH GROUP
San Francisco, CA
AUM
$636.0M
Wealth Mgmt
Team
12 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-728-0792
L2 POINT MANAGEMENT LLC
San Francisco, CA
AUM
$622.5M
Wealth Mgmt
Team
7 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
(919) 452-0172
REGIS METRO ASSOCIATES, INC.
San Francisco, CA
AUM
$617.8M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
—
Fees
Percentage of AUM · Fixed fees +1 more
415-421-0500
INCLUSIVE CAPITAL PARTNERS, L.P.
San Francisco, CA
AUM
$591.1M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
708-302-0775
BAY HILLS CAPITAL MANAGEMENT, LLC
San Francisco, CA
AUM
$569.8M
Wealth Mgmt
Team
5 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-391-4240
PIER 88 INVESTMENT PARTNERS, LLC
San Francisco, CA
AUM
$568.0M
Wealth MgmtTrusts & EstatesInstitutional
Team
5 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-814-8840
FREC
San Francisco, CA
AUM
$567.2M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM
855-900-3732
JACKSON SQUARE CAPITAL, LLC
San Francisco, CA
AUM
$564.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
0
Fees
Percentage of AUM
415-854-5011
IMPACT INVESTMENT ADVISER LLC
San Francisco, CA
AUM
$558.5M
Wealth MgmtInstitutional
Team
8 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
415-981-1074
SF EQUITY PARTNERS MANAGEMENT, LLC
San Francisco, CA
AUM
$556.0M
Wealth Mgmt
Team
6 advisors
Clients
—
Fees
Percentage of AUM · Performance-based fees +1 more
415-738-1200
AVALON GLOBAL ASSET MANAGEMENT LLC
San Francisco, CA
AUM
$553.8M
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-615-5200
CABLE CAR CAPITAL, LP
San Francisco, CA
AUM
$548.3M
Wealth MgmtInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-857-1965
APHIAS CAPITAL, L.P.
San Francisco, CA
AUM
$542.1M
Wealth Mgmt
Team
11 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
415-320-1644
PASSPORT CAPITAL, LLC
San Francisco, CA
AUM
$532.4M
Wealth Mgmt
Team
5 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
415-321-4600