Lobos Creek Investors LLC

RIASEC Registered
Total AUM
Avg account
$0
Accounts
0
Employees
1
Advisory reps
1

Firm details

Headquarters
San Francisco, California
CRD number
342724
Fee structure
Percentage of AUM
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

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

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Contacts

1 of 1
  • Matthew Gordon

    Matthew Gordon

    FounderCRD 6584000

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth