Investment adviser · CRD 329617
DOUBLE FINANCE INC.
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Jun 25, 2025
- Regulatory AUM
- $20.3M Form ADV · Item 5.F
- Client accounts
- 108 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 1 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 | 12 | $18,065,217 | 88.9% |
| Individuals | 96 | $2,246,815 | 11.1% |
Filing source
Form ADV 1996162 · Jun 25, 2025 · 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: Jun 25, 2025. View historical filings
Reported services
Individual portfolio management
Compensation
Fixed
Principal office
483 BROADWAY STSAN FRANCISCO, CA, 94113, United States
CRD 329617
Filing source
Form ADV 1996162 · Jun 25, 2025 · 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.