Overview
Assets Under Management: $391 million
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 2
Average Client Assets: $27.5 million
Frequently Asked Questions
CEREBELLUM CAPITAL is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #152478), CEREBELLUM CAPITAL is subject to fiduciary duty under federal law.
CEREBELLUM CAPITAL is headquartered in SAN FRANCISCO, CA.
CEREBELLUM CAPITAL serves 2 high-net-worth clients according to their SEC filing dated April 05, 2018. View client details ↓
According to their SEC Form ADV, CEREBELLUM CAPITAL offers portfolio management for individuals and portfolio management for pooled investment vehicles. View all service details ↓
CEREBELLUM CAPITAL manages $391 million in client assets according to their SEC filing dated April 05, 2018.
According to their SEC Form ADV, CEREBELLUM CAPITAL serves high-net-worth individuals and pooled investment vehicles. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.07%
Average Client Assets: $27.5 million
Total Client Accounts: 6
Discretionary Accounts: 6
Regulatory Filings
CRD Number: 152478
Filing ID: 1202504
Last Filing Date: 2018-04-05 08:57:00