SOUTH BAY PARTNERS LLC
Adviser information for SOUTH BAY PARTNERS LLC last updated from Form ADV on March 29th, 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 |
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Fiscal Year End | DECEMBER |
Legal Location | California, United States |
Employees
Total Number of Employees | 0 |
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Investment Advisory/Research | 0 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 0 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | No |
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Clients
Type | Number | RAUM |
---|---|---|
Individuals | 0 | $0 |
HNW Individuals | 0 | $0 |
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 |
Services
Advisory Services | – |
---|---|
Compensation | – |
Identifiers
SEC RIA File Number | 802-129262 |
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SEC ERA File Number | 802-129262 |
SEC CIK Numbers | None |
SEC CRD Numbers | 307534 |
Legal Entity Identifier | None |
Principal Office
611 GATEWAY BOULEVARDSUITE 120
SOUTH SAN FRANCISCO
CA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: (628) 216-5529, Fax: None
Chief Compliance Officer
CLARA HO
611 GATEWAY BOULEVARD
SUITE 120
SOUTH SAN FRANCISCO
CA
United States
Tel:
(628) 216-5529
C**@***************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|---|---|---|---|
BOX HOLDINGS LP | Hedge Fund | $78.3M | $0.5M | 47 |
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
THEIL, JULES, STEVEN LOUIS | Individual | – | MANAGER & MEMBER | 12/2019 | > 75% |
HO, CLARA, AIWEI | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2019 | < 5% |
NEHM, DOUGLAS, ROBERT | Individual | – | CHIEF FINANCIAL OFFICER | 01/2024 | < 5% |