How does the advisor help clients – Key Takeaways:
DIVISADERO STREET CAPITAL MANAGEMENT, LP is an independent financial advisor that specializes in providing comprehensive financial planning and investment management for individuals and families. They offer personalized services tailored to the unique needs and goals of each client, helping them achieve financial success and peace of mind.
- They prioritize long-term relationships with clients, built on trust, transparency, and open communication.
- Their team of experts brings a wealth of knowledge and experience in diverse areas of finance, including investments, retirement planning, tax planning, and estate planning.
- They provide proactive and ongoing support to help clients stay on track and make necessary adjustments as their financial circumstances and goals change over time.
Facts and Insights
DIVISADERO STREET CAPITAL MANAGEMENT, LP was founded in 2010 and is headquartered in San Francisco, California. As of December 2020, their assets under management (AUM) totaled $500 million, with a team of six advisors.
Their firm takes a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life and creating a comprehensive strategy to help them achieve their goals. This includes investment management, retirement planning, tax planning, estate planning, risk management, and more.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 6 | Founded in 2010 |
Financial Services Offered
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Risk management
Client Types
DIVISADERO STREET CAPITAL MANAGEMENT, LP serves a diverse range of clients, including individuals, families, and small business owners. They work with clients from various professions and stages in life, including young professionals, retirees, and high net worth individuals.
Fees & Compensation
DIVISADERO STREET CAPITAL MANAGEMENT, LP charges a percentage of AUM as their fee, which is commonly known as the “assets under management fee”. Their fee schedules are based on the complexity and size of each client’s portfolio, and they strive to keep their fees competitive and transparent.
They do not receive any additional compensation for recommending specific products or services, ensuring their recommendations are solely based on their clients’ best interests.
Background
The founding partners of DIVISADERO STREET CAPITAL MANAGEMENT, LP worked together as financial advisors at a large investment firm before branching out on their own. They shared a vision of creating a client-centric, fee-only firm that prioritizes unbiased and comprehensive financial planning for individuals and families.
They are committed to continuously learning and staying updated on market trends and industry developments to provide the best possible advice and service to their clients.
Financial Advisor Disclosures to Know
DIVISADERO STREET CAPITAL MANAGEMENT, LP and their advisors have a clean disciplinary record. They have no regulatory actions, legal or disciplinary events in the last 10 years as of December 2020.
Overall, DIVISADERO STREET CAPITAL MANAGEMENT, LP is a reputable and trustworthy financial advisor that helps their clients achieve financial success through personalized and comprehensive services. Their commitment to their clients’ best interests and transparent practices make them a valuable partner in any financial journey.