Lobos Creek Investors LLC
Firm details
- Headquarters
- San Francisco, California
- CRD number
- 342724
- Fee structure
- Percentage of AUM
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Lobos Creek Investors LLC is organized as a limited liability company that provides portfolio management services targeted at individuals and small businesses. The firm charges clients on a percentage-of-assets-under-management basis. Public information does not classify the firm into a standard advisory segment and does not show it operating across multiple states. The record indicates it is not an active ESG investor, is not identified as a capital allocator, and is neither a pension consultant nor part of a related-adviser structure.
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
1 of 1
Matthew Gordon
FounderCRD 6584000
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
San Francisco, CA
San Francisco
Location
San Francisco, CA
Headquartered in San Francisco, 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 Francisco
- Address
- 71 Stevenson St
- Time zone
- PT (UTC-8)
- Office locations
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