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Global Crown Capital, LLC (San Francisco)


Global Crown Capital, LLC is a large advisory firm based in San Francisco. It manages $31 million of regulatory assets for 44 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdiction of California.

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Global Crown Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, and security ratings or pricing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Crown Capital: assets under management

The assets under management (AUM) of Global Crown Capital, LLC is $31 million. The firm's AUM has grown by 16% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $1 million in discretionary accounts and $30 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $250 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $750 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Global Crown Capital, LLC for their services and products based on a percentage of assets under management, commissions, and performance-based fees. 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 1 indirect owner.

Name Entity Date acquired Ownership Employer ID
Rani Tarek Jarkas Owner 1 May 2003 75% - 100% 2642904

Based in San Francisco

The principal office where Global Crown Capital, LLC performs its advisory services is located at 50 California Street,, San Francisco, CA 94111 The mailing address of the firm is 50 California Street,, San Francisco, CA 94111. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-402-0900 or by fax 415-402-0520. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at info@globalcrowncapital.com.


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