RIA Intelligence

CRITERION CAPITAL MANAGEMENT,LLC

Legal name: CRITERION CAPITAL MANAGEMENT, LLC

CRD #120541 SEC #801-63521 SAN FRANCISCO, CA 415-834-3500
SEC Registered Private Funds
Total AUM
$2.9B
Discretionary
$2.9B
Employees
25
Clients
0
Accounts
13

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 29, 2018
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
DICKSON, EMMA, MAYIGENERAL COUNSELNA Control
DICKSON, EMMA, MAYIGENERAL COUNSELNA Control
DICKSON, EMMA, MAYIGENERAL COUNSELNA Control
DICKSON, EMMA, MAYIGENERAL COUNSELNA Control
DICKSON, EMMA, MAYIGENERAL COUNSELNA Control
DICKSON, EMMA, MAYIGENERAL COUNSELNA Control
DWIGHT, HILLARYICHIEF COMPLIANCE OFFICERNA Control
DWIGHT, HILLARYICHIEF COMPLIANCE OFFICERNA Control
DWIGHT, HILLARYICHIEF COMPLIANCE OFFICERNA Control
DWIGHT, HILLARYICHIEF COMPLIANCE OFFICERNA Control
DWIGHT, HILLARYICHIEF COMPLIANCE OFFICERNA Control
FORTUNE, TOMOKO, NAKAMURAIMANAGING DIRECTORNA Control
FORTUNE, TOMOKO, NAKAMURAIMANAGING DIRECTORNA Control
FORTUNE, TOMOKO, NAKAMURAIMANAGING DIRECTORNA Control
FORTUNE, TOMOKO, NAKAMURAIMANAGING DIRECTORNA Control
FORTUNE, TOMOKO, NAKAMURAIMANAGING DIRECTORNA Control
FORTUNE, TOMOKO, NAKAMURAIMANAGING DIRECTORNA Control
FORTUNE, TOMOKO, NAKAMURAIMANAGING DIRECTORNA Control
MICEK, JOHN, JOSEPHICOONA Control
MICEK, JOHN, JOSEPHICOONA Control
MICEK, JOHN, JOSEPHICOONA Control
MICEK, JOHN, JOSEPHICHIEF OPERATING OFFICERNA Control
PERONA, MATTICFONA Control
PERONA, MATTICFONA Control
PERONA, MATTICFONA Control
PERONA, MATTICHIEF FINANCIAL OFFICERNA Control
PERONA, MATTICHIEF FINANCIAL OFFICERNA Control
PERONA, MATTICHIEF FINANCIAL OFFICERNA Control
PERONA, MATTICHIEF FINANCIAL OFFICERNA Control
PERONA, MATTICHIEF FINANCIAL OFFICERNA Control
SMITH, CORTNEY, RYANIDIRECTOR OF FINANCENA Control
SMITH, CORTNEY, RYANIDIRECTOR OF FINANCENA Control
STOUT, ZACHARIAHICHIEF FINANCIAL OFFICERNA Control
STOUT, ZACHARIAHICHIEF FINANCIAL OFFICERNA Control
STOUT, ZACHARIAHICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
STOUT, ZACHARIAHICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
STOUT, ZACHARIAHICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
STOUT, ZACHARIAHICHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICERNA Control
WHEELER, MELISSA, HURSTICHIEF COMPLIANCE OFFICERNA Control
WHEELER, MELISSA, HURSTICHIEF COMPLIANCE OFFICERNA Control
WHEELER, MELISSA, HURSTICHIEF COMPLIANCE OFFICERNA Control
WHEELER, MELISSA, HURSTICHIEF COMPLIANCE OFFICERNA Control
WHEELER, MELISSA, HURSTICHIEF COMPLIANCE OFFICERNA Control
WHEELER, MELISSA, HURSTICHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICERNA Control
WHEELER, MELISSA, HURSTICHIEF COMPLIANCE OFFICER/CHIEF OPERATIONS OFFICERNA Control
LORD, CHRISTOPHER, HAWKINSIMANAGERE Control
LORD, CHRISTOPHER, HAWKINSIMANAGERE Control
LORD, CHRISTOPHER, HAWKINSIMANAGING MEMBER, TRUSTEE OF LORD REVOCABLE TRUSTD Control
LORD, CHRISTOPHER, HAWKINSIMANAGING MEMBER, TRUSTEE OF LORD REVOCABLE TRUSTD Control
LORD, CHRISTOPHER, HAWKINSIMANAGING MEMBER, TRUSTEE OF LORD REVOCABLE TRUSTD Control
LORD, CHRISTOPHER, HAWKINSIMANAGING MEMBER, TRUSTEE OF LORD REVOCABLE TRUSTD Control
LORD, CHRISTOPHER, HAWKINSIMANAGING MEMBER, TRUSTEE OF LORD REVOCABLE TRUSTD Control
DAVID RILEY AND SARAH FRIAR TRUSTDETRUSTC
DAVID RILEY AND SARAH FRIAR TRUSTDETRUSTC
DAVID RILEY AND SARAH FRIAR TRUSTDETRUSTC
DAVID RILEY AND SARAH FRIAR TRUSTDETRUSTC
DAVID RILEY AND SARAH FRIAR TRUSTDETRUSTC
DAVID RILEY AND SARAH FRIAR TRUSTDETRUSTC
DAVID RILEY AND SARAH FRIAR TRUSTDETRUSTC
FORTUNE FAMILY TRUST U/ADETRUSTC
FORTUNE, TOMOKO, NAKAMURAIMEMBER, TRUSTEE OF FORTUNE FAMILY TRUST DATED 12/06/07C Control
FORTUNE, TOMOKO, NAKAMURAITRUSTEE OF FORTUNE FAMILY TRUST/MANAGEMENT COMMITTEE MEMBERC Control
LORD REVOCABLE TRUSTDETRUSTC
LORD REVOCABLE TRUSTDETRUSTC
LORD REVOCABLE TRUSTDETRUSTC
LORD REVOCABLE TRUSTDETRUSTC
LORD REVOCABLE TRUSTDETRUSTC
LORD REVOCABLE TRUSTDETRUSTC
LORD REVOCABLE TRUSTDETRUSTC
LORD, CHRISTOPHER, HAWKINSIMANAGERC Control
LORD, CHRISTOPHER, HAWKINSIMEMBER, TRUSTEE OF LORD REVOCABLE TRUSTC Control
LORD, CHRISTOPHER, HAWKINSIMEMBER, TRUSTEE OF LORD REVOCABLE TRUSTC Control
LORD, CHRISTOPHER, HAWKINSIMEMBER, TRUSTEE OF LORD REVOCABLE TRUSTC Control
LORD, CHRISTOPHER, HAWKINSIMANAGERC Control
LORD, CHRISTOPHER, HAWKINSIMANAGING MEMBER, TRUSTEE OF LORD REVOCABLE TRUSTC Control
LORD, CHRISTOPHER, HAWKINSIMANAGING MEMBER, TRUSTEE OF LORD REVOCABLE TRUSTC Control
LORD, CHRISTOPHER, HAWKINSIMANAGING MEMBER, TRUSTEE OF LORD REVOCABLE TRUSTC Control
LORD, CHRISTOPHER, HAWKINSIMANAGING MEMBER, TRUSTEE OF LORD REVOCABLE TRUSTC Control
LORD, CHRISTOPHER, HAWKINSITRUSTEE OF LORD REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
LORD, CHRISTOPHER, HAWKINSITRUSTEE OF LORD REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
LORD, CHRISTOPHER, HAWKINSITRUSTEE OF LORD REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
LORD, CHRISTOPHER, HAWKINSITRUSTEE OF LORD REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
LORD, CHRISTOPHER, HAWKINSITRUSTEE OF LORD REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
LORD, CHRISTOPHER, HAWKINSITRUSTEE OF LORD REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
LORD, CHRISTOPHER, HAWKINSITRUSTEE OF LORD REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
MARWELL, EVAN, CHANDLERIMEMBERC Control
MARWELL, EVAN, CHANDLERIMEMBERC Control
RILEY, DAVID, KINGSTONIMEMBERC Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBERC Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONIMEMBER, TRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST DATED AUGUST 11, 2006C Control
RILEY, DAVID, KINGSTONITRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
RILEY, DAVID, KINGSTONITRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
RILEY, DAVID, KINGSTONITRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
RILEY, DAVID, KINGSTONITRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
RILEY, DAVID, KINGSTONITRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
RILEY, DAVID, KINGSTONITRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
RILEY, DAVID, KINGSTONITRUSTEE OF DAVID RILEY AND SARAH FRIAR REVOCABLE TRUST/MANAGEMENT COMMITTEE MEMBERC Control
BECKHAM, RICHARD, DANIELICHIEF COMPLIANCE OFFICERB Control
BECKHAM, RICHARD, DANIELICHIEF COMPLIANCE OFFICERB Control
BECKHAM, RICHARD, DANIELICHIEF COMPLIANCE OFFICER, MEMBER, TRUSTEE OF BECKHAM FAMILY TRUST 2006B Control
BECKHAM, RICHARD, DANIELICHIEF COMPLIANCE OFFICER, MEMBER, TRUSTEE OF BECKHAM FAMILY TRUST 2006B Control
BECKHAM, RICHARD, DANIELICHIEF COMPLIANCE OFFICER, MEMBER, TRUSTEE OF BECKHAM FAMILY TRUST 2006B Control
BECKHAM, RICHARD, DANIELICHIEF COMPLIANCE OFFICERB Control
CHANG, LOUIS, ALBERTITRUSTEE OF THE AUDREY AND LOUIS CHANG REVOCABLE TRUST/MEMBERB
CHANG, LOUIS, ALBERTITRUSTEE OF THE AUDREY AND LOUIS CHANG REVOCABLE TRUST/MEMBERB
FORTUNE FAMILY TRUST U/ADETRUSTB
FORTUNE FAMILY TRUST U/ADETRUSTB
FORTUNE FAMILY TRUST U/ADETRUSTB
FORTUNE FAMILY TRUST U/ADETRUSTB
FORTUNE FAMILY TRUST U/ADETRUSTB
FORTUNE FAMILY TRUST U/ADETRUSTB
FORTUNE, TOMOKO, NAKAMURAIMEMBER, TRUSTEE OF FORTUNE FAMILY TRUST DATED 12/06/07B Control
FORTUNE, TOMOKO, NAKAMURAIMEMBER, TRUSTEE OF FORTUNE FAMILY TRUST DATED 12/06/07B Control
FORTUNE, TOMOKO, NAKAMURAIMEMBER, TRUSTEE OF FORTUNE FAMILY TRUST DATED 12/06/07B Control
FORTUNE, TOMOKO, NAKAMURAITRUSTEE OF FORTUNE FAMILY TRUST/MANAGEMENT COMMITTEE MEMBERB Control
FORTUNE, TOMOKO, NAKAMURAITRUSTEE OF FORTUNE FAMILY TRUST/MANAGEMENT COMMITTEE MEMBERB Control
FORTUNE, TOMOKO, NAKAMURAITRUSTEE OF FORTUNE FAMILY TRUST/MANAGEMENT COMMITTEE MEMBERB Control
FORTUNE, TOMOKO, NAKAMURAITRUSTEE OF FORTUNE FAMILY TRUST/MANAGEMENT COMMITTEE MEMBERB Control
FORTUNE, TOMOKO, NAKAMURAITRUSTEE OF FORTUNE FAMILY TRUST/MANAGEMENT COMMITTEE MEMBERB Control
FORTUNE, TOMOKO, NAKAMURAITRUSTEE OF FORTUNE FAMILY TRUST/MANAGEMENT COMMITTEE MEMBERB Control
THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTDETRUSTB
THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTDETRUSTB
CHANG, LOUIS, ALBERTITRUSTEE OF THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTA Control
CHANG, LOUIS, ALBERTITRUSTEE OF THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTA Control
CHANG, LOUIS, ALBERTITRUSTEE OF THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTA Control
MICEK, JOHN, JOSEPHICHIEF OPERATING OFFICERA Control
MICEK, JOHN, JOSEPHICHIEF OPERATING OFFICERA Control
MICEK, JOHN, JOSEPHICHIEF OPERATING OFFICERA Control
MICEK, JOHN, JOSEPHICHIEF OPERATING OFFICERA Control
MICEK, JOHN, JOSEPHIMEMBERA Control
MICEK, JOHN, JOSEPHIMEMBERA Control
THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTDETRUSTA
THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTDETRUSTA
THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTDETRUSTA
THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTDETRUSTA

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
CHANG, LOUIS, ALBERTITRUSTEE OF THE AUDREY AND LOUIS CHANG REVOCABLE TRUSTE Control

Registrations

Federal

IA
Mar 29, 2018 REGISTERED

Notice Filings (1)

CA

Address

4 EMBARCADERO CENTER
SUITE 3450
SAN FRANCISCO, CA 94111
United States
Phone: 415-834-3500