Custom Diversification Fund Management LLC is a large advisory firm based in San Francisco. It manages $60.5 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
Custom Diversification Fund Management provides pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Custom Diversification Fund Management LLC is $60.5 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -25% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Custom Diversification Fund Management 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.
Custom Diversification Fund Management LLC is owned by Bruce Jay Stone. William John Haggerty has been acting as President since 1 Apr 1995. Stuart Lawrence Pologe joined the executive team most recently as the Chief Operating Officer.
The principal office where Custom Diversification Fund Management LLC performs its advisory services is located at 260 California Street, Suite 802, 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 415-399-1818 or by fax 415-399-8989. The normal business hours are 9:00 am to 5:00 pm on Monday - Friday.