|
⚲
|
| Embarcadero Capital Advisors
✚
| |
|---|---|
| CRD # | 329285 |
| SEC # | 801-129306 |
| CIK # | |
| AUM | $40.0 MM (2024-07-24) |
| Employees | 2 (100% Investors, 100% Brokers) |
| Phone | 949-371-9796 |
| Address | 23151 Verdugo Drive Laguna Hills, CA 92653 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 15 | 15.0 |
| (b) Individuals (high net worth individuals) | 102 | 25.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 117 | 40.0 |
| By Discretionary | ||
| Discretionary | 117 | 40.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 117 | 40.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 40.0 | |
| Total | 117 | 40.0 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Hayden Capital LLC
✚
|
CA | 0.0 |
|
Tanaka Capital Management Inc
✚
|
NY | 0.0 |
|
Farther Asset Management LLC
✚
|
CA | 0.0 |
|
Lake Water Capital LLC
✚
|
NY | 0.0 |
|
Intervest International Inc
✚
|
CO | 0.0 |
|
Prosper Wealth Solutions LLC
✚
|
UT | 0.0 |
|
Contrary Legacy LLC
✚
|
CA | 0.0 |
|
Helianth Investment Management LLC
✚
|
NY | 0.0 |
|
The Waterford Group LLC
✚
|
NY | 0.0 |
|
Esoterica Capital LLC
✚
|
NY | 0.0 |