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 structured as an LLC and operates as a hedge fund manager serving institutional clients. The firm is owner-operated and bills clients using a combination of asset-based fees and performance fees. Its advisory scope includes portfolio management for individuals and small businesses as well as management of pooled investment vehicles. The firm does not identify as an active ESG investor.