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| Citrine Capital LLC
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|---|---|
| CRD # | 171735 |
| SEC # | 801-120487 |
| CIK # | 0002053242 |
| AUM | 346.7 M (2026-03-16) |
| Employees | 8 (75% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-494-8262 |
| Address | 535 Mission St San Francisco, CA 94105 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0002053242 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 32.5 | ||
| Fidelity Wise Origin Bitcoin Fund | 8.2 | ||
| Grayscale Bitcoin Trust BTC | 5.4 | ||
| Johnson & Johnson | 2.6 | ||
| Apple Inc | 1.4 | ||
| McGraw-Hill Companies Inc | 1.3 | ||
| Facebook Inc | 1.2 | ||
| Aon Corp | 1.0 | ||
| Royal Bank of Canada | 0.9 | ||
| Microsoft Corp | 0.7 | ||
| Broadcom Inc | 0.6 | ||
| Grayscale Bitcoin MINI Trust BTC | 0.6 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 66 | 32.0 |
| (b) Individuals (high net worth individuals) | 75 | 314.7 |
| (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 | 640 | 346.7 |
| By Discretionary | ||
| Discretionary | 640 | 346.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 640 | 346.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 3.4 | |
| United States Persons | 343.3 | |
| Total | 640 | 346.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002053242] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
EGI Financial Inc
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Roger Wittlin Investment Advisory LLC
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Custos Family Office LLC
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Long Road Investment Counsel LLC
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MI | 346.4 M |
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GBM Wealth Management Inc
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Arcadia Investment Advisors LLC
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ID | 345.8 M |
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Fortress Planning Group LLC
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Intrinsic Wealth Counsel Inc
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Prospera Capital Management LLC
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343.9 M |