Investment adviser · CRD 44274
THINKEQUITY LLC
Investment adviser filing (IA)
SAN FRANCISCO, CA, United States · Form ADV filed Sep 28, 2012
- Regulatory AUM
- $172M Form ADV · Item 5.F
- Client accounts
- 416 Accounts, not individual clients
Not available in this filing: Employees, Advisory professionals.
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: Sep 28, 2012. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets · Fixed
Principal office
600 MONTGOMERY STREET, 3RD FLOORSAN FRANCISCO, CA, 94111, United States
CRD 44274
Filing source
Form ADV 672138 · Sep 28, 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.