EMBARCADERO CAPITAL ADVISORS, INC. of LAGUNA HILLS, CA is an SEC-registered investment adviser (CRD 329285). Regulatory assets under management: $60.0M. This firm reports disciplinary history on Form ADV.
Compensation: % of AUM, Hourly, Fixed, Performance.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Austin Parker Terrill | PRESIDENT & CHIEF EXECUTIVE OFFICER | — |
| Fellows Geoffrey Erik | CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, AND CHIEF FINANCIAL OFFICER | — |