Paskin Capital Advisors, LLC is a large advisory firm based in San Francisco. It manages $222.59 million of regulatory assets for 142 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.
Paskin Capital Advisors provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Paskin Capital Advisors, LLC is $222.59 million. The firm's AUM has gone down by -63% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Paskin Capital Advisors, LLC 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.
The firm provides services to individuals, high net worth individuals, and corporations or other businesses. The largest group of clients of Paskin Capital Advisors is high net worth individuals with 28 clients and $215.27 million of assets under management. Among the 9 most similar advisory firms, Paskin Capital Advisors has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $222.59 million for 39 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Paskin Capital Advisors doesn't advise any private funds.
The company employs 4 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Net Natividad joined the executive team most recently as the Chief Compliance Officer.
The principal office where Paskin Capital Advisors, LLC performs its advisory services is located at 100 Pine Street, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Antioch, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-625-5480 or by fax 415-625-5482. The normal business hours are 8:30am-5:30pm on Monday - Friday.