CITRINE CAPITAL
CITRINE CAPITAL, LLC Legal Name
Adviser information for CITRINE CAPITAL last updated from Form ADV on January 31st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | California, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 5 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 5 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 515 | $194.6M |
| Non-Discretionary | 0 | $0 |
| Total | 515 | $194.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 68 | $22.3M |
| HNW Individuals | 58 | $172.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesTAX RETURN PREPARATION SERVICES |
|---|---|
| Compensation | % of AUMFixed feesA PERCENTAGE OF NET WORTH |
Identifiers
| SEC RIA File Number | 801-120487 |
|---|---|
| SEC ERA File Number | 801-120487 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 171735 |
| Legal Entity Identifier | None |
Principal Office
535 MISSION ST14TH FLOOR
SAN FRANCISCO
CA
United States
BY APPOINTMENT, BY APPOINTMENT
Tel: (415) 494-8262, Fax: None
Chief Compliance Officer
JIRAYR KEMBIKIAN
MANAGING PARTNER
535 MISSION ST
14TH FLOOR
SAN FRANCISCO
CA
United States
Tel:
(415) 494-8262
J*****@*************************M
(Full email address available in API data)
Regulatory Contact
RYAN COLE
MANAGING PARTNER
535 MISSION ST
14TH FLOOR
SAN FRANCISCO
CA
United States
Tel:
(415) 494-8262
R***@*************************M
(Full email address available in API data)
Industry Affiliates
| None |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| COLE, RYAN, STERLING | Individual | – | MANAGING PARTNER/CO-MEMBER MANAGER | 04/2014 | 50-75% |
| KEMBIKIAN, JIRAYR, ROUBEN | Individual | – | MANAGING PARTNER/CHIEF COMPLIANCE OFFICER/CO-MEMBER MANAGER | 12/2015 | 50-75% |