1SHARPE CAPITAL LLC

370 Highland Ave
Suite 200
Piedmont, California 94611
Tel: 510-788-5000

About 1SHARPE CAPITAL LLC

1SHARPE CAPITAL LLC, formally registered with the SEC as 1SHARPE CAPITAL LLC. The firm was established in 11/15/2017. They have over 1 offices throughout the country.

1SHARPE CAPITAL LLC is a Piedmont, California based Financial Planning firm with nearly $2,318,551,380 assets under management, offering retirement planning & investment advisory services to 10 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285866
SEC#	801-111931
Assets Managed by Firm	$2,318,551,380
No. of Clients	10
No. of Advisors	23

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	10	$2,318,551,380

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