Stanford Pacific Fund Management, LLC

RIASEC Registered

Total AUM

$20.5M

Discretionary

$20.5M

100% of AUM

Avg account

$4.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 178515
Custodians: WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Performance Based Fees
Client types: Pooled Investment Vehicles92.41%
Individuals7.59%
Services: Portfolio Management for IndividualsPortfolio Management for Pooled Investment Vehicles

Firm profile

FINTRX

Overview

Stanford Pacific Fund Management, LLC is a limited liability company that operates as a hedge fund adviser to an institutional client base. The firm provides portfolio management for both individuals/small businesses and pooled investment vehicles and charges a combination of asset-based fees and performance fees. It does not identify as an active ESG investor and is not listed as a multi-state adviser.