POTRERO CAPITAL RESEARCH, LLC

235 Montgomery Street
Suite 1010
San Francisco, California 94104
Tel: 415-576-1104

About POTRERO CAPITAL RESEARCH, LLC

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

POTRERO CAPITAL RESEARCH, LLC is a San Francisco, California based Financial Planning firm with nearly $344,372,654 assets under management, offering retirement planning & investment advisory services to 4 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	125909
SEC#	801-108045
Assets Managed by Firm	$344,372,654
No. of Clients	4
No. of Advisors	4

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	4	$344,372,654

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