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Sivia Capital Investments, LLC (San Francisco)


Sivia Capital Investments, LLC is a related adviser based in San Francisco. It manages $18.23 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of California.

Sivia Capital Investments 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.

Sivia Capital Investments: assets under management

The assets under management (AUM) of Sivia Capital Investments, LLC is $18.23 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 60% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $18.23 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.28 million each.
Sivia Capital Investments has custody of $14.8 million in cash and securities for 5 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Sivia 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.

Based in San Francisco

The principal office where Sivia Capital Investments, 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 415-229-9042 or by fax 415-434-8043. The normal business hours are 9:00 - 5:00 on Monday - Friday.


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