Weintraub Capital Management, L.P. is a large advisory firm based in San Francisco. It manages $1.38 billion of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Weintraub 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.
The assets under management (AUM) of Weintraub Capital Management, L.P. is $1.38 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% 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 Weintraub Capital Management, L.P. for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Jerald Martin Weintraub has been acting as President since 1 Nov 1998. Llc Weintraub Capital Management Gp joined the executive team most recently as the General Partner.
The principal office where Weintraub Capital Management, L.P. performs its advisory services is located at 44 Montgomery Street, San Francisco, CA 94104, 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 415-288-8950 or by fax 415-288-8960. The normal business hours are 6:00 a.m. to 4:00 p.m. on Monday - Friday.