EMBARCADERO CAPITAL ADVISORS
CRD #329285 SEC #801-129306 LAGUNA HILLS, CA 949-371-9796
SEC Registered
Total AUM
$40M
Discretionary
$40M
Employees
3
Clients
51
Accounts
117
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2024 | $40M | $40M | $0 | 2 | 0 |
| Jun 2024 | $40M | $40M | $0 | 2 | 0 |
| Jun 2024 | $40M | $40M | $0 | 2 | 0 |
| May 2024 | $40M | $40M | $0 | 3 | 0 |
| Feb 2024 | $0 | $0 | $0 | 3 | 0 |
| Feb 2024 | $0 | $0 | $0 | 3 | 0 |
| Jan 2024 | $0 | $0 | $0 | 3 | 0 |
| Jan 2024 | $0 | $0 | $0 | 3 | 0 |
| Dec 2023 | $0 | $0 | $0 | 3 | 0 |
| Dec 2023 | $0 | $0 | $0 | 3 | 0 |
DateJul 2024
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees2
Clients0
DateJun 2024
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees2
Clients0
DateMay 2024
Total AUM$40M
Discretionary$40M
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2024
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateDec 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0