San Francisco Capital Management, LLC (San Francisco)

Name: San Francisco Capital Management, LLC
Address: 100 Pine Street, San Francisco, CA, 94111
Telephone: (415) 229-9002

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.

San Francisco Capital Management: assets under management

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 firm manages $2.33 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.33 million each.

San Francisco Capital Management has custody of $2.33 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

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.

Careers at San Francisco Capital Management, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Thomas Hunt Wyman	Chief investment officer/managing member	1 Aug 2009	25% - 50%	2317620
Richard Edward Dirickson	Managing member	1 Aug 2009	50% - 75%	68537
Leon Arthur Root	Chief financial officer	1 Aug 2009	Other	2731496
Julie Therese Gularte	Chief compliance officer	1 Aug 2009	Other	3020668
Michael John Worthington	Trader	1 Jul 2010	Other	1694611

Based in San Francisco

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.