NEUMANN CAPITAL MANAGEMENT, LLC
Legal name: NEUMANN CAPITAL MANAGEMENT
CRD #112182 SEC #801-41001 FOSTER CITY, CA 650-548-9200
SEC Registered
Total AUM
$568.5M
Discretionary
$568.5M
Employees
4
Clients
251
Accounts
584
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jun 18, 2025
- Branch Offices
- 4
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEREFORD, NINETTE, MARIE | I | CHIEF COMPLIANCE OFFICER & DIR OF OPERATIONS & CLIENT SERVICES | NA | Control |
| HEREFORD, NINETTE, MARIE | I | CHIEF COMPLIANCE OFFICER & DIR OF OPERATIONS & CLIENT SERVICES | NA | Control |
| HEREFORD, NINETTE, MARIE | I | CHIEF COMPLIANCE OFFICER & DIR OF OPERATIONS & CLIENT SERVICES | NA | Control |
| HEREFORD, NINETTE, MARIE | I | CHIEF COMPLIANCE OFFICER & DIR OF OPERATIONS & CLIENT SERVICES | NA | Control |
| HEREFORD, NINETTE, MARIE | I | CHIEF COMPLIANCE OFFICER & DIR OF OPERATIONS & CLIENT SERVICES | NA | Control |
| HEREFORD, NINETTE, MARIE | I | CHIEF COMPLIANCE OFFICER & DIR OF OPERATIONS & CLIENT SERVICES | NA | Control |
| RICHARDSON, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RICHARDSON, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RICHARDSON, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | NA | Control |
| RICHARDSON, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RICHARDSON, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RICHARDSON, DAVID, ALLEN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | NA | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | NA | Control |
| NEUMANN, DANIEL, JOHN | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| NEUMANN, DANIEL, JOHN | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| NEUMANN, DANIEL, JOHN | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| NEUMANN, DANIEL, JOHN | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| NEUMANN, DANIEL, JOHN | I | SOLE PROPRIETOR, CHIEF COMPLIANCE OFFICER | E | Control |
| NEUMANN, DANIEL, JOHN | I | SOLE PROPRIETOR | E | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT | D | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT | D | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | C | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | C | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | C | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | C | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | C | Control |
| GORHAM, CAROLINE, AMANDA CONNOR | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| GORHAM, CAROLINE, AMANDA CONNOR | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| GORHAM, CAROLINE, AMANDA CONNOR | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| GORHAM, CAROLINE, AMANDA CONNOR | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| GORHAM, CAROLINE, AMANDA CONNOR | I | PARTNER & CHIEF COMPLIANCE OFFICER | C | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT | C | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT | C | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT | C | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT | C | Control |
| NEUMANN, DANIEL, JOHN | I | PRESIDENT | C | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | C | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | C | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | C | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | C | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| RICHARDSON, DAVID, ALLEN | I | SECRETARY, CHIEF FINANCIAL OFFICER | C | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | B | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | B | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | B | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | B | Control |
| ATANASSOV, EKATERINA, DIMITROVA | I | PARTNER | B | Control |
| GORHAM, CAROLINE, AMANDA | I | PARTNER | B | Control |
| GORHAM, CAROLINE, AMANDA | I | PARTNER | B | Control |
| GORHAM, CAROLINE, AMANDA | I | PARTNER | B | Control |
| GORHAM, CAROLINE, AMANDA CONNOR | I | PARTNER | B | Control |
| GORHAM, CAROLINE, AMANDA CONNOR | I | PARTNER & CHIEF COMPLIANCE OFFICER | B | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | B | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | B | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | B | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | B | Control |
| PLATT, DANIEL, GERALD | I | PARTNER | B | Control |
Registrations
Federal
IA
Jun 18, 2025 REGISTERED
Notice Filings (4)
CA IL TX WA
Address
303 VINTAGE PARK DRIVE, SUITE 100FOSTER CITY, CA 94404-1167
United States
Phone: 650-548-9200