Pillar Pacific Capital Management LLC is a large advisory firm based in Pacifica. It manages $1.03 billion of regulatory assets for 407 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Arizona, California, Texas, and Washington.
Pillar Pacific Capital Management provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for businesses and institutional clients. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Pillar Pacific Capital Management LLC is $1.03 billion. The firm's AUM has grown by 320% since the beginning of its operation, and $75.39 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has a single stream of revenue. Clients pay Pillar Pacific Capital 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.
The firm provides services to individuals, insurance companies, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Pillar Pacific Capital Management is high net worth individuals with 323 clients and $832.38 million of assets under management. Among the 9 most similar advisory firms, Pillar Pacific Capital Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $1.03 billion for 407 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 7% of the firm’s clients are foreign persons or businesses.
Pillar Pacific Capital Management doesn't advise any private funds.
The company employs 11 people that are either part- or full-time employees. 82 percent of the employees work as investment advisers or researchers. 8 employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Pillar Pacific Capital Management LLC performs its advisory services is located at 210 Eureka Square, Pacifica, CA 94044, which is also the mailing address of the firm. An additional office of the firm is in San Marino, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-758-0130 or by fax 650-758-0131. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at pillarpacific.com.