San Francisco Capital Management, LLC is a pension cosultant based in San Francisco. It manages $2.33 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
San Francisco Capital Management provides portfolio management for individuals and small businesses and 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 San Francisco Capital Management, LLC is $2.33 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -30% 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 San Francisco Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Thomas Hunt Wyman has served as the Chief Investment Officer since 1 Aug 2009. Michael John Worthington joined the executive team most recently as the Trader.
The principal office where San Francisco Capital Management, LLC performs its advisory services is located at 100 Pine Street, San Francisco, CA 94111, 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 (415) 229-9002 or by fax (415) 434-8043. The normal business hours are 6:00 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.sf-cm.com.