Vii Peaks Kbr Bdc Advisor Ii, LLC is an adviser based in San Francisco. It manages $13.08 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.
Vii Peaks Kbr Bdc Advisor Ii provides portfolio management for investment companies. 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 Vii Peaks Kbr Bdc Advisor Ii, LLC is $13.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 133% 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 Vii Peaks Kbr Bdc Advisor Ii, LLC 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.
Robert Lawson Tuleya joined the executive team most recently as the Chief Compliance Officer.
The principal office where Vii Peaks Kbr Bdc Advisor Ii, LLC performs its advisory services is located at 100 Pine Street, San Francisco, CA 94111, 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 415-983-0127 or by fax 415-520-6568. The normal business hours are 8 am - 5 pm on Monday - Friday.