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Home > Retirement Planners > california > san francisco > CABLE CAR CAPITAL, LP
CABLE CAR CAPITAL, LP
601 California Street
Ste 1151
San Francisco, California 94108
Tel: 415-857-1965
About CABLE CAR CAPITAL, LP
CABLE CAR CAPITAL, LP, formally registered with the SEC as CABLE CAR CAPITAL, LP. The firm was established in 05/03/2023. They have over 1 offices throughout the country.
CABLE CAR CAPITAL, LP is a San Francisco, California based Financial Planning firm with nearly $197,987,000 assets under management, offering retirement planning & investment advisory services to 21 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 169234 |
| SEC# | 801-127894 |
| Assets Managed by Firm | $197,987,000 |
| No. of Clients | 21 |
| No. of Advisors | 2 |
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
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 21 | $197,987,000 |
| High net worth individuals | Fewer than 5 clients | $1,730,000 |
| Corporations or other businesses | Fewer than 5 clients | $100,000 |
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