RIA Intelligence

WEBB CAPITAL PARTNERS, LLC

CRD #115192 SEC #801-61184 SAN FRANCISCO, CA 415-675-3224
SEC Registered
Total AUM
$1.9M
Discretionary
$1.9M
Employees
5
Clients
--
Accounts
1

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 26, 2004
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDERSON, PETER, WILLIAMIMANAGERNA Control
CASSIDY, SIMON, MICHAELIMANAGERNA Control
WEBB, DEREK, HACKNEYICHIEF EXECUTIVE OFFICER AND MEMBERE Control
CI GLOBAL HOLDINGS INC.FEMEMBERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CI FUND MANAGEMENT INC.FECI MUTUAL FUNDS INC.E Control
CI MUTUAL FUNDS INC.FECI GLOBAL HOLDINGS INC.E Control
SUN LIFE FINANCIAL INC.FECI FUND MANAGEMENT INC.C

Registrations

Federal

IA
Mar 26, 2004 REGISTERED

Address

101 CALIFORNIA STREET
SUITE # 4001
SAN FRANCISCO, CA 94111
USA
Phone: 415-675-3224