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Philip S Paul & Associates LP (San Francisco)


Philip S Paul & Associates LP is a pension cosultant based in San Francisco. It manages $17 thousand of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Philip S Paul & Associates provides portfolio management for pooled investment vehicles and market timing 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.

Philip S Paul & Associates: assets under management

The assets under management (AUM) of Philip S Paul & Associates LP is $17 thousand, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $17 thousand in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $17 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Philip S Paul & Associates LP for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Francisco

The principal office where Philip S Paul & Associates LP performs its advisory services is located at 50 California Street,Suite 3000, San Francisco, CA 94111, which is also the mailing address of the firm. An additional office of the firm is in New York City, NY. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-283-4300 or by fax 415-283-4301. The normal business hours are 9am- 5pm on Monday - Friday. You can find more information about the New York firm at paulcap.com.


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