Sutter Street Capital Management LLC is a large advisory firm based in San Francisco. It manages $26.86 million of regulatory assets for 68 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California, Kansas, and Missouri.
Sutter Street Capital Management provides financial planning services, portfolio management for individuals and small businesses, 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.
The assets under management (AUM) of Sutter Street Capital Management LLC is $26.86 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Sutter Street Capital Management LLC for their services and products based on a percentage of assets under management and fixed fees. 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.
The principal office where Sutter Street Capital Management LLC performs its advisory services is located at 111 Sutter Street, Ste 1925, San Francisco, CA 94104, which is also the mailing address of the firm. An additional office of the firm is in Leawood, KS. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-733-6744 or by fax 415-733-6740. The normal business hours are 8:00 a.m. - 6:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.sutterstreet.com.