CSUITE INVESTMENT LLC

CSUITE INVESTMENT LLC of SAN RAFAEL, CA is an SEC-registered investment adviser (CRD 299116). Regulatory assets under management: $45.1M.

Registration

• CRD: 299116
• Type: Registered investment adviser
• Location: 112 RAFAEL DR., SAN RAFAEL, CA, 94901
• Phone: 415-861-9461
• Latest filing: 2026-03-27
• Regulatory AUM: $45.1M
• Discretionary AUM: $45.1M
• Clients: 1
• Accounts: 64

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 299116 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search