DIPSEA CAPITAL, LLC

2 Belvedere Place
Suite 310
Mill Valley, California 94941
Tel: 415-925-9022

About DIPSEA CAPITAL, LLC

DIPSEA CAPITAL, LLC, formally registered with the SEC as DIPSEA CAPITAL, LLC. The firm was established in 08/01/2023. They have over 2 offices throughout the country.

DIPSEA CAPITAL, LLC is a Mill Valley, California based Financial Planning firm with nearly $103,005,793 assets under management, offering retirement planning & investment advisory services to 6 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	257787
SEC#	801-128488
Assets Managed by Firm	$103,005,793
No. of Clients	6
No. of Advisors	5

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	6	$103,005,793

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