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Adviser Profile

As of Date 07/31/2024
Adviser Type - Large advisory firm
Number of Employees 8 60.00%
of those in investment advisory functions 2
Registration SEC, Approved, 07/30/2021
Other registrations (2)
Former registrations

FRIENDS & FAMILY CAPITAL MANAGEMENT, LLC

AUM* 335,100,000 28.64%
of that, discretionary 335,100,000 28.64%
Private Fund GAV* 335,100,000 21.59%
Avg Account Size 30,463,636 -18.14%
SMA’s No
Private Funds 11 4
Contact Info 650 xxxxxxx
Websites

Client Types

- Pooled investment vehicles

Advisory Activities

- Portfolio management for pooled investment vehicles

Compensation Arrangments

- A percentage of assets under your management
- Performance-based fees

Reported AUM

Discretionary
Non-discretionary
261M 223M 186M 149M 112M 74M 37M
2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeVenture Capital Fund Count2 GAV$249,900,000
Fund TypeOther Private Fund Count9 GAV$85,200,000

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Brochure Summary