Teamco Advisers LLC is a large advisory firm based in San Francisco. It manages $1.27 billion of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of California.
Teamco Advisers provides portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and fund of hedge fund manager. 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 Teamco Advisers LLC is $1.27 billion, all of which is managed in discretionary accounts. The firm's AUM has grown by 242% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Teamco Advisers LLC for their services and products based on a percentage of assets under management, fixed fees, and performance-based 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.
Kurt Lawrence Braitberg has been acting as President since 1 Apr 2006. John Paul Shearman joined the executive team most recently as the Director.
The principal office where Teamco Advisers LLC performs its advisory services is located at One Bush Street, San Francisco, CA 94104 4419, 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 415-445-9800 or by fax 415-398-0890. The normal business hours are 8am to 5pm pst on Monday - Friday. You can find more information about the New York firm at teamcoadvisers.com.