GRADIENT CAPITAL MANAGEMENT LLC
Firm details
- Headquarters
- SARATOGA, California
- CRD number
- 336664
Firm profile
FINTRXOverview
Gradient Capital Management LLC is a small, individually owned limited liability company that operates as an unclassified investment adviser. Publicly reported characteristics indicate the firm does not position itself as a multi-state adviser, is not identified as an active ESG investor, and is not categorized as a capital allocator. The firm’s public footprint is limited; its primary regulatory and business details, including fee schedules and formal investment mandates, are not disclosed in the source data.
Assets & Accounts
Investments & Alternatives
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
Contacts
2 of 2Yao Xiao
CRD 8090266
Hua Sun
ManagerCRD 8090265
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SARATOGA, CA
SANTA CLARA
Location
SARATOGA, CA
Headquartered in SARATOGA, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- SANTA CLARA
- Address
- 14598 Big Basin Way
- Time zone
- PT (UTC-8)
- Office locations
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