PASSFOLIO ADVISERS, LLC
CRD #310893 SEC #801-119710 SAN FRANCISCO, CA 256-530-2387
SEC Registered
Total AUM
$140.9K
Discretionary
$140.9K
Employees
21
Clients
0
Accounts
224
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2022
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| GELDHAUSER, MEREDITH, WILLIS | I | CCO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| Gobaud, David, Steven | I | CEO | NA | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
| PANCHAIN, INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
| Gobaud, David, Steven | I | PANCHAIN, INC. | E | Control |
Registrations
Federal
IA
Sep 9, 2022 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
1390 MARKET STSUITE 200
SAN FRANCISCO, CA 94102
United States
Phone: 256-530-2387