Teamco Advisers LLC (San Francisco)

Name: Teamco Advisers LLC
Address: One Bush Street, San Francisco, CA, 94104 4419
Telephone: 415-445-9800

Teamco Advisers LLC is a large advisory firm based in San Francisco. It manages $1.27 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.

Teamco Advisers provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and fund of hedge fund manager. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Teamco Advisers: assets under management

The assets under management (AUM) of Teamco Advisers LLC is $1.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 242% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.27 billion in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $181.93 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Teamco Advisers LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Teamco Advisers LLC

Kurt Lawrence Braitberg has been acting as President since 1 Apr 2006. John Paul Shearman joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David Mark Perry	Director & ceo	1 Sep 2002	50% - 75%	832250
Robert Allan Mccormish	Director & chief compliance officer	1 Mar 2006	25% - 50%	1976545
Robert Mccormish	Manager & chief compliance officer	1 Mar 2006	Other	1976545
Kurt Lawrence Braitberg	Director	1 Apr 2006	Other	2111639
Jeremy Michael Kish	Director	1 Feb 2008	Other	3098741
Aimee Fusco Kish	Director	1 Jan 2012	Other	4293149
Savannah Ariel Thompson	Director	1 Mar 2012	Other	6316140
Savannah Ariel Thompson Crowley	Director	1 Mar 2012	Other	6316140
John Paul Shearman	Director	1 Sep 2015	Other	4785950

Based in San Francisco

The principal office where Teamco Advisers LLC performs its advisory services is located at One Bush Street, San Francisco, CA 94104 4419, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-445-9800 or by fax 415-398-0890. The normal business hours are 8am to 5pm pst on Monday - Friday. You can find more information about the New York firm at teamcoadvisers.com.