Overview
Assets Under Management: $4.7 billion
Headquarters: SAN FRANCISCO, CA
High-Net-Worth Clients: 11
Average Client Assets: $63.6 million
Frequently Asked Questions
SAILINGSTONE CAPITAL PARTNERS LLC 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 #169673), SAILINGSTONE CAPITAL PARTNERS LLC is subject to fiduciary duty under federal law.
SAILINGSTONE CAPITAL PARTNERS LLC is headquartered in SAN FRANCISCO, CA.
SAILINGSTONE CAPITAL PARTNERS LLC serves 11 high-net-worth clients according to their SEC filing dated March 31, 2018. View client details ↓
According to their SEC Form ADV, SAILINGSTONE CAPITAL PARTNERS LLC offers portfolio management for individuals, portfolio management for businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. View all service details ↓
SAILINGSTONE CAPITAL PARTNERS LLC manages $4.7 billion in client assets according to their SEC filing dated March 31, 2018.
According to their SEC Form ADV, SAILINGSTONE CAPITAL PARTNERS LLC serves high-net-worth individuals, businesses, pooled investment vehicles, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 11
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 14.93%
Average Client Assets: $63.6 million
Total Client Accounts: 57
Discretionary Accounts: 57
Regulatory Filings
CRD Number: 169673
Filing ID: 1192194
Last Filing Date: 2018-03-31 13:58:00