Pillar Point Capital Management Inc (San Mateo)


Pillar Point Capital Management Inc is a large advisory firm based in San Mateo. It manages $728.58 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Pillar Point Capital Management provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Pillar Point Capital Management: assets under management

The assets under management (AUM) of Pillar Point Capital Management Inc is $728.58 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $445.43 million in discretionary accounts and $283.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.5 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.6 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pillar Point Capital Management 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.

Careers at Pillar Point Capital Management Inc

Gerald Marston Nauman has been acting as President since 1 Jun 1993. Kai Grant Edwin Anderson joined the executive team most recently as the Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
California Casualty Management Company` Shareholder 1 Jun 1993 75% - 100% 94-0575650
Gerald Marston Nauman Director 1 Jun 1993 Other 4364600
Thomas Runnels Brown Director 1 Jun 1993 Other 4364594
Peter Goldberg Director 1 Jun 1993 Other 4364583
Thomas Fraser Secretary and legal counsel 1 Jun 1993 Other 2533267
John George Vidosh Chief financial officer 1 Jun 1993 Other 4364571
Kenneth Grover Berry Chairman of the board, president, chief executive officer, and director 1 Jun 1993 Other 4364561
Thomas Keith Fraser Secretary and legal counsel 1 Jun 1993 Other 2533267
Kai Grant Edwin Anderson Director 1 Sep 2001 Other 4521937

Based in San Mateo

The principal office where Pillar Point Capital Management Inc performs its advisory services is located at 1900 Alameda De Las Pulgas,, San Mateo, CA 94403, which is also the mailing address of the firm. An additional office of the firm is in Sacramento, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-358-3140 or by fax 650-573-0672. The normal business hours are 7:30am to 4:30pm on Monday - Friday. You can find more information about the New York firm at pillarpt.com.