Uscf Advisers

RIASEC RegisteredEst. 2014

Total AUM

$715M

Discretionary

$715M

100% of AUM

Avg account

$47.7M

Accounts

15

Employees

14

Advisory reps

6

Firm details

Headquarters: Walnut Creek, California
CRD number: 171962
Registered since: July 1, 2014
Website: www.uscfinvestments.com
Fee structure: Percentage of AUM
Client types: Investment Companies100%
Services: Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Uscf Advisers is a limited liability company that operates as an institutional registered investment adviser; it has been SEC-registered since 2014. The firm serves institutional clients and charges fees as a percentage of assets under management. Its regulated activities include acting as a commodity pool operator or commodity trading adviser (CPO/CTA) and providing portfolio management services for investment companies. Ownership is listed as a mix of a domestic entity and an individual. The firm is not flagged as an active ESG investor, is not multi-state registered, and is not categorized as a capital allocator or pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Owners & executives

3 of 5

Andrew Ngim
Principal and Chief Operating OfficerCRD 1423275
Stuart Crumbaugh
Chief Financial OfficerCRD 6506611
John Love
President & Chief Executive OfficerCRD 4751135

Unlock 2 more executives →

Contacts

1 of 1

Daphne Frydman
General CounselCRD 7073220

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 1

Active vs passive

$99.9K in ETFs

Passive

100%

$99.9K

Active

0%

$0

ETF	Provider	Style	Category	Value	Shares	% of portfolio
PROSHARES ULTRA BITCOIN ETF (BITU)	ProShares	Passive	Digital Assets	$99.9K	12,300	100.00%

Primary office

Walnut Creek, CA

Contra Costa

Location

Walnut Creek, CA

Headquartered in Walnut Creek, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area: San Jose-San Francisco-Oakland, CA
Region: West
County: Contra Costa
Address: 1850 Mt Diablo Blvd
Time zone: PT (UTC-8)
Office locations

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