DECAMILLA CAPITAL MANAGEMENT LLC
Adviser information for DECAMILLA CAPITAL MANAGEMENT LLC last updated from Form ADV on February 27th, 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 | 3 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 1 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 271 | $116.6M |
| Non-Discretionary | 0 | $0 |
| Total | 271 | $116.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 101 | $25.5M |
| HNW Individuals | 35 | $81.3M |
| 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 | <5 | $8.5M |
| Charitable organizations | 1 | $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 | 2 | $1.4M |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 1 |
| No. of Financial Planning Clients | 0 |
Services
| Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPublication of periodicals or newslettersEducational seminars/workshops |
|---|---|
| Compensation | % of AUM |
Identifiers
| SEC RIA File Number | 801-123600 |
|---|---|
| SEC ERA File Number | 801-123600 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 108027 |
| Legal Entity Identifier | None |
Principal Office
4101 J STREETSUITE 150
SACRAMENTO
CA
United States
Monday - Friday, 9:00 AM --5:00 PM PST
Tel: 916-979-0870, Fax: None
Chief Compliance Officer
TIGH RICKMAN
VP, CFO, SECRETARY
4101 J STREET
SUITE 150
SACRAMENTO
CA
United States
Tel:
9169790870
T***@*******************M
(Full email address available in API data)
Regulatory Contact
DAVID DECAMILLA
PRESIDENT/CHIEF INVESTMENT OFFICER
4101 J STREET
SUITE 150
SACRAMENTO
CA
United States
Tel:
9169790870
D***@*******************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 |
|---|---|---|---|---|---|
| DECAMILLA, DAVID, DANIEL | Individual | – | PRESIDENT; CHIEF INVESTMENT OFFICER | 03/1998 | > 75% |
| RICKMAN, TIGH, Martin | Individual | – | VP, CFO, CCO, SECRETARY | 01/2022 | 25-50% |