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Victoria 1522 Investments, LP (San Francisco)


Victoria 1522 Investments, LP is a large advisory firm based in San Francisco. It manages $904.58 million of regulatory assets for 15 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

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Victoria 1522 Investments provides portfolio management for investment companies and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Victoria 1522 Investments: assets under management

The assets under management (AUM) of Victoria 1522 Investments, LP is $904.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 18334% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $904.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $60.31 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Victoria 1522 Investments, LP for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 4 indirect owners.

Name Entity Date acquired Ownership Employer ID
Bank Of The Philippine Islands Owner 1 Feb 1976 75% - 100% foreign
California Public Employees' Retirement System Member 1 Jan 2006 50% - 75% 04-3004215
Legato Capital Management Llc Member 1 Jan 2006 50% - 75% 131704
Josephine Santos Jimenez Managing member 1 Sep 2006 75% - 100% 5491834

Based in San Francisco

The principal office where Victoria 1522 Investments, LP performs its advisory services is located at 244 California Street, San Francisco, CA 94111 4351, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-362-1522 or by fax (415) 228-3260. The normal business hours are 5:00 am - 6:00 pm mon. - fri. on Other. You can find more information about the New York firm at www.victoria1522.com.


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