Coefficient Capital, Inc. (San Francisco)

Name: Coefficient Capital, Inc.
Address: One Market Street, San Francisco, CA, 94105
Telephone: 415-967-2532

Coefficient Capital, Inc. is an investment adviser to an investment company based in San Francisco. It manages $11.29 million of regulatory assets for 29 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

Coefficient Capital provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm also engages as research service, index licensing.

Coefficient Capital: assets under management

The assets under management (AUM) of Coefficient Capital, Inc. is $11.29 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.

The firm manages $11.29 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $389.18 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Coefficient Capital, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Coefficient Capital, Inc.

Mazin Salih Jadallah has been acting as President since 1 Nov 2009. Operative Capital joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mazin Salih Jadallah	President/ceo & chief compliance officer	1 Nov 2009	25% - 50%	5736456
Tad Michael Buchanan	Director	1 Sep 2010	Other	2580764
Richard Beale Fullerton	Shareholder	1 Aug 2012	Other	2432611
Michael Paul Carrier	Chief operating officer	1 Mar 2015	Other	2013128
Operative Capital	Director	1 Apr 2015	Other	47-1522948

Based in San Francisco

The principal office where Coefficient Capital, Inc. performs its advisory services is located at One Market Street, San Francisco, CA 94105, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-967-2532 or by fax 415-963-4332. The normal business hours are 9:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at alphaclonefunds.com.