SAN MATEO CAPITAL MANAGEMENT LLC

SAN MATEO CAPITAL MANAGEMENT LLC is an SEC-registered investment adviser (CRD 165437). Regulatory assets under management: $53.9M.

Registration

• CRD: 165437
• Type: Registered investment adviser
• Phone: 650-281-4679
• Latest filing: 2025-01-08
• Regulatory AUM: $53.9M
• Discretionary AUM: $53.9M
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165437 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search