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Bodri Capital Management, LLC (San Francisco)


Bodri Capital Management, LLC is a large advisory firm based in San Francisco. It manages $235 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2011 and has operated in the jurisdiction of California.

Bodri Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Bodri Capital Management: assets under management

The assets under management (AUM) of Bodri Capital Management, LLC is $235 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $235 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $235 million each.
Bodri Capital Management has custody of $235 million in cash and securities for 1 client in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Bodri Capital Management, LLC 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.

Based in San Francisco

The principal office where Bodri Capital Management, LLC performs its advisory services is located at One Ferry Building, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Palo Alto, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-677-5370 or by fax 415-677-5379. The normal business hours are 630am - 4pm on Monday - Friday.


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