Paul Capital Investments LLC is a large advisory firm based in San Francisco. It manages $1.95 billion of regulatory assets for 11 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of California, Delaware, and New York.
Paul Capital Investments provides market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Paul Capital Investments LLC is $1.95 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 76% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Paul Capital Investments LLC for their services and products based on a percentage of assets under management and performance-based fees. 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.
John C Morrissey has been acting as President since 1 Apr 2011. Philip S Paul joined the executive team most recently as the Chairman, Director & Member (Common Class).
The principal office where Paul Capital Investments LLC performs its advisory services is located at 50 California St., San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in Newport Beach, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-283-4300 or by fax 415-283-4301. The normal business hours are 8:00a to 5:00p on Monday - Friday. You can find more information about the New York firm at www.paulcap.com.