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Hotovec, Pomeranz & Co., Inc. (San Francisco)


Hotovec, Pomeranz & Co., Inc. is an internet adviser based in San Francisco. It manages $23.46 million of regulatory assets for 104 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

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Hotovec, Pomeranz & Co. provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Hotovec, Pomeranz & Co.: assets under management

The assets under management (AUM) of Hotovec, Pomeranz & Co., Inc. is $23.46 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $22.46 million in discretionary accounts and $1 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $222.4 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $333.33 thousand.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Hotovec, Pomeranz & Co., Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Jeffrey James Pomeranz President 1 Apr 1996 50% - 75% 2175979
Steven David Hotovec Secretary 1 Nov 2001 50% - 75% 2250236

Based in San Francisco

The principal office where Hotovec, Pomeranz & Co., Inc. performs its advisory services is located at 44 Montgomery Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-901-1600 or by fax 415-901-1617. The normal business hours are 6:30am - 4:00pm on Monday - Friday. You can find more information about the New York firm at hpco.com.


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