⚲
|
Citrine Capital LLC
✚
|
|
---|---|
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 |