Annatto LLC
Firm details
- Headquarters
- Half Moon Bay, California
- CRD number
- 339068
- Registered since
- July 30, 2026
Firm profile
FINTRXOverview
Annatto LLC is organized as a limited liability company and is recorded as SEC-registered in 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm's classification is unclassified in the available records. Publicly available entries do not describe any advisory mandates, fee schedules, or specific business activities. The dataset indicates Annatto LLC is not a capital allocator, is not active on ESG mandates, does not operate as a multi-state adviser, is not a pension consultant, and is not identified as a related adviser to another registered firm.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
2 of 2
Charles Christofilis
CEO and CCOCRD 1518196
Menachem Shalom
CEOCRD 7839833
Contacts
1 of 1
Joel Kleiner
FinOpCRD 7450898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Half Moon Bay, CA
San Mateo
Location
Half Moon Bay, CA
Headquartered in Half Moon Bay, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 80 Stone Pine Rd
- Time zone
- PT (UTC-8)
- Office locations
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