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GOBI CAPITAL LLC

909 Montgomery Street
Suite 400
San Francisco, California 94133
Tel: 415-288-7288

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About GOBI CAPITAL LLC

GOBI CAPITAL LLC, formally registered with the SEC as GOBI CAPITAL LLC. The firm was established in 07/05/2016. They have over 1 offices throughout the country.

GOBI CAPITAL LLC is a San Francisco, California based Financial Planning firm with nearly $2,109,919,167 assets under management, offering retirement planning & investment advisory services to 8 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#151427
SEC#801-108076
Assets Managed by Firm$2,109,919,167
No. of Clients8
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Performance Based

Advisory Services Provided

  • Portfolio management for pooled investment vehicles

Firm Client Information

No. of ClientsAUM
Firm Total8$2,109,919,167
Corporations or other businesses1$228,240,909

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