Investment adviser · CRD 104661
CPIC INTERNATIONAL
Investment adviser filing (IA)
CALIFORNIA PRIVATE INVESTMENT CORP.
SAN FRANCISCO, CA, United States · Form ADV filed Mar 26, 2019
- Regulatory AUM
- $114M Form ADV · Item 5.F
- Client accounts
- 123 Accounts, not individual clients
- Employees
- 3 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 121 | $109,494,727 | 96.3% |
| Retirement plans | 2 | $4,233,204 | 3.7% |
Filing source
Form ADV 1295318 · Mar 26, 2019 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 26, 2019. View historical filings
Reported services
Individual portfolio management
Compensation
Percentage of assets
Principal office
244 CALIFORNIA ST. #710SAN FRANCISCO, CA, 94111, United States
CRD 104661
Filing source
Form ADV 1295318 · Mar 26, 2019 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.