CHROME ADVISORS
CHROMECORE, LLC Legal Name
Adviser information for CHROME ADVISORS last updated from Form ADV on March 4th, 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 | 2 |
|---|---|
| Investment Advisory/Research | 1 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 1 |
| Licensed Agents of an Insurance Company | 2 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 240 | $78.1M |
| Non-Discretionary | 123 | $22.3M |
| Total | 363 | $100.3M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 51 | $13.3M |
| HNW Individuals | 28 | $79.5M |
| 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 | $2.8M |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 34 | $4.8M |
| 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 | 1 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 1-10 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed fees |
Identifiers
| SEC RIA File Number | 801-129790 |
|---|---|
| SEC ERA File Number | 801-129790 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 311539 |
| Legal Entity Identifier | None |
Principal Office
345 CALIFORNIA STREETSUITE 600
SAN FRANCISCO
CA
United States
Monday - Friday, 9 AM - 5PM
Tel: 415-818-9005, Fax: None
Chief Compliance Officer
LISA SHINHIRA
CLIENT SERVICES & OPERATIONS
345 CALIFORNIA STREET
SUITE 600
SAN FRANCISCO
CA
United States
Tel:
(415) 818-9005
L***@*****************M
(Full email address available in API data)
Regulatory Contact
VIRG CRISTOBAL
MANAGING MEMBER
345 CALIFORNIA STREET
SUITE 600
SAN FRANCISCO
CA
United States
Tel:
(415) 818-9005
V***@*****************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 |
|---|---|---|---|---|---|
| CRISTOBAL, VIRGILIO, BENEDICTO | Individual | – | MANAGING MEMBER | 10/2020 | > 75% |
| SHINHIRA, LISA, MIRELES | Individual | – | CHIEF COMPLIANCE OFFICER | 11/2021 | < 5% |