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| Citrine Capital LLC
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|
|---|---|
| CRD # | 171735 |
| SEC # | 801-120487 |
| CIK # | |
| AUM | $167.5 MM (2023-03-27) |
| Employees | 7 (57% Investors, 0% Brokers) |
| Phone | 415-494-8262 |
| Address | 535 Mission St San Francisco, CA 94105 |
| Source | [IAPD] [Website] [Twitter] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 82 | 25.8 |
| (b) Individuals (high net worth individuals) | 50 | 141.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 575 | 167.5 |
| By Discretionary | ||
| Discretionary | 575 | 167.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 575 | 167.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.2 | |
| United States Persons | 167.3 | |
| Total | 575 | 167.5 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Reliant Investment Partners LLC
✚
|
NC | 0.2 |
|
Fortitude Financial LLC
✚
|
WA | 0.2 |
|
Kristen E Coombs LLC
✚
|
PA | 0.2 |
|
FPC Investment Advisory Inc
✚
|
CA | 0.2 |
|
Red Spruce Capital LLC
✚
|
PA | 0.2 |
|
Apricus Wealth LLC
✚
|
SC | 0.2 |
|
Alpha Capital Family Office LLC
✚
|
CO | 0.2 |
|
ADC Wealth Management LLC
✚
|
NY | 0.2 |
|
Ocean Park Asset Management Inc
✚
|
CA | 0.2 |
|
Vahanian & Associates Financial Planning Inc
✚
|
NY | 0.2 |