SIDEPOCKET INCORPORATED
  • SIDEPOCKET INCORPORATED
  • SIDEPOCKET CORP
  • SIDEPOCKET INC
  • SIDEPOCKET FINANCIAL

Adviser Profile

As of Date 03/12/2026
Registration SEC, Approved, 01/25/2020
ADV Location SAN FRANCISCO, CA, United States
Contact Info 800 xxxxxxx
Websites
AUM* 914,547 592%
of that, discretionary 914,547 593%
Number of Employees 16 7%
of those in investment advisory functions 3 50%
Private Fund GAV* 0
Avg Account Size 15,242 789%
% High Net Worth 21.67% 100%
SMA’s No
Private Funds 0

Adviser Type

- Internet adviser

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

915K 784K 653K 523K 392K 261K 131K
2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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