Investment adviser · CRD 128440

SHOTT CAPITAL MANAGEMENT, LLC

Investment adviser filing (IA)

SAN FRANCISCO, CA, United States · Form ADV filed Apr 17, 2012

Regulatory AUM
$1.43B
Form ADV · Item 5.F
Client accounts
38
Accounts, not individual clients

Not available in this filing: Employees, Advisory professionals.

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

No detailed fund records are available here. Funds may be referenced under another reporting adviser in Schedule D 7.B.(2); this does not establish that the adviser has no funds.

Services & filing details

Most recent filing: Apr 17, 2012. View historical filings

Reported services

Individual portfolio management · Business portfolio management

Compensation

Percentage of assets · Fixed · Performance-based

Principal office

601 CALIFORNIA STREET, SUITE 801
SAN FRANCISCO, CA, 94108, United States

CRD 128440

Filing source

Form ADV 640741 · Apr 17, 2012 · 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.