Social Capital Pep Management LLC is a large advisory firm based in Palo Alto. It manages $1.89 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.
Social Capital Pep Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Social Capital Pep Management LLC is $1.89 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 8% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Social Capital Pep Management LLC for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Sachin (Nmn) Sood joined the executive team most recently as the Chief Compliance Officer.
The principal office where Social Capital Pep Management LLC performs its advisory services is located at 120 Hawthorne Ave., Palo Alto, CA 94301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-521-9007 or by fax 650-521-9006. The normal business hours are 8:30am - 6pm on Monday - Friday. You can find more information about the New York firm at socialcapital.com.