# NEUMANN CAPITAL MANAGEMENT, LLC

NEUMANN CAPITAL MANAGEMENT, LLC of FOSTER CITY, CA is an SEC-registered investment adviser.

## Registration

- CRD: 112182
- Type: SEC-registered investment adviser
- SEC file number: 801-41001
- Location: 303 VINTAGE PARK DRIVE, SUITE 100, FOSTER CITY, CA, 94404-1167
- Phone: 650-548-9200
- Latest filing: 2026-03-11
- Regulatory AUM: $630.3M
- Discretionary AUM: $630.3M
- Clients: 4
- Accounts: 609

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Daniel Gerald Platt | PARTNER | — |
| Caroline Amanda Connor Gorham | PARTNER & CHIEF COMPLIANCE OFFICER | — |
| Ekaterina Dimitrova Atanassov | PARTNER | — |
| NEUMANN DANIEL JOHN | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER; SOLE PROPRIETOR (+1 more) | — |
| RICHARDSON DAVID ALLEN | CHIEF FINANCIAL OFFICER; SECRETARY, CHIEF FINANCIAL OFFICER | — |
| HEREFORD NINETTE MARIE | CHIEF COMPLIANCE OFFICER & DIR OF OPERATIONS & CLIENT SERVICES | — |
| PLATT DANIEL GERALD | PARTNER | — |
| GORHAM CAROLINE AMANDA | PARTNER | — |
| ATANASSOV EKATERINA DIMITROVA | PARTNER | — |
| GORHAM CAROLINE AMANDA CONNOR | PARTNER; PARTNER & CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112182/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112182/similar
- Related entities: https://search.stillhousedata.com/firm/112182/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112182

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.