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| Keyboard |
| Sidepocket Inc
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|---|---|
| CRD # | 312031 |
| SEC # | 801-120228 |
| CIK # | |
| AUM | 0.9 M (2026-03-12) |
| Employees | 16 (19% Investors, 0% Brokers) |
| Phone | 800-490-2188 |
| Address | 1 Sansome Street San Francisco, CA 94104 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($k) |
|---|
| AUM Breakdown | Accounts | AUM ($k) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 47 | 512.5 |
| (b) Individuals (high net worth individuals) | 13 | 402.0 |
| (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 | 60 | 914.5 |
| By Discretionary | ||
| Discretionary | 60 | 914.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 60 | 914.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 914.5 | |
| Total | 60 | 914.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Retail |
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|---|---|---|
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✚
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1.3 M | |
|
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|
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|
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|
Richmond Capital Advisors LLC
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|
Filippo Stipo Capital Management LLC
✚
|
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|
RFJ Capital
✚
|
0.8 M | |
|
Poket Financial LLC
✚
|
0.8 M | |
|
Nine30 Advisors LLC
✚
|
0.7 M | |
|
Stockpile Investment Advisors Inc
✚
|
CA | 0.6 M |