PHASE 2 PARTNERS, LLC
Legal name: PHASE 2 PARTNERS
CRD #311741 SEC #801-120141 SAN FRANCISCO, CA 415-503-5712
SEC Registered Private Funds
Total AUM
$487.4M
Discretionary
$487.4M
Employees
8
Clients
--
Accounts
9
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2024 | $487.4M | $487.4M | $0 | 8 | 0 |
| Jul 2023 | $475.5M | $475.5M | $0 | 6 | 0 |
| Mar 2023 | $475.5M | $475.5M | $0 | 6 | 0 |
| Mar 2022 | $298.5M | $298.5M | $0 | 5 | 0 |
| Mar 2021 | $222.1M | $222.1M | $0 | 5 | 0 |
| Feb 2021 | $81.8M | $81.8M | $0 | 4 | 0 |
| Jan 2021 | $81.8M | $81.8M | $0 | 4 | 0 |
| Dec 2020 | $81.8M | $81.8M | $0 | 4 | 0 |
DateMar 2024
Total AUM$487.4M
Discretionary$487.4M
Non-Disc.$0
Employees8
Clients0
DateJul 2023
Total AUM$475.5M
Discretionary$475.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2023
Total AUM$475.5M
Discretionary$475.5M
Non-Disc.$0
Employees6
Clients0
DateMar 2022
Total AUM$298.5M
Discretionary$298.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2021
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees5
Clients0
DateFeb 2021
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees4
Clients0
DateJan 2021
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees4
Clients0
DateDec 2020
Total AUM$81.8M
Discretionary$81.8M
Non-Disc.$0
Employees4
Clients0