Manifold Fund Advisors, LLC (San Francisco)

Name: Manifold Fund Advisors, LLC
Address: Two Embarcadero Center,, San Francisco, CA, 94111
Telephone: 415 423 0020

Manifold Fund Advisors, LLC is an adviser based in San Francisco. It has been registered with the SEC as an adviser since 2017.

Manifold Fund Advisors provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Manifold Fund Advisors, LLC 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 Manifold Fund Advisors, LLC

The company employs 2 people that are either part- or full-time employees. No employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

S. Craig Cognetti has been acting as President since 1 Jul 2015. Jane A Kanter joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Aifs Acquisition	Member	1 Jul 2010	Other	26-4496191
Llc Arrivato Holdings	Member	1 Jan 2015	25% - 50%	13-4298596
Thaddeus Marion Leszczynski	Chief compliance officer	1 Mar 2015	Other	1894185
John Joseph Pileggi	Member	1 Jul 2015	Other	2504867
Folio Funding Llc	Member	1 Jul 2015	Other	47-2353195
S. Craig Cognetti	Director	1 Jul 2015	Other	5281594
Donald Harding Putnam	Director	1 Jul 2015	Other	1065385
Foliometrix Funding Llc	Member	1 Jul 2015	50% - 75%	47-2353195
John Joseph Coyle	Director	1 Aug 2015	Other	6252259
Julie Marie Koethe	Chief financial officer	1 Dec 2015	Other	5849298
Jane A Kanter	Chief compliance officer	1 Dec 2017	Other	6423161

Indirect Owners

The SEC currently registers 8 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Donald Harding Putnam	Managing partner	1 Jun 2005	25% - 50%	1065385
John Joseph Pileggi	Member	1 Mar 2009	25% - 50%	2504867
Eric Matthew Rubin	Member	1 Mar 2009	Other	2621663
Ashley L Nadeau	Member, owner	1 Dec 2011	50% - 75%	xxx-xx-xxxx
Lance S Larsen	Member, owner	1 Dec 2011	50% - 75%	6548105
Llc Lal Holdings	Member	1 May 2015	50% - 75%	xx-xxxxxxx
The Chalice Fund Lp	Member	1 May 2015	25% - 50%	xx-xxxxxxx
Grail Partners	Managing member	1 May 2015	25% - 50%	163941

Based in San Francisco

The principal office where Manifold Fund Advisors, LLC performs its advisory services is located at Two Embarcadero Center,, San Francisco, CA 94111, 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 415 423 0020. The normal business hours are 9:00 a.m.-5:00 p.m. on Monday - Friday. You can find more information about the New York firm at americanindependence.com.