Overview

Small established practice based out of San Francisco, California. I have 35 years of experience in this field and we also offer market-neutral and hedged strategies. We would like to partner with another firm that might benefit from our superior returns and develop a plan of succession. The ideal candidate would work at our current location and be able to take over our lease in August of 2020. We are on the 41st floor of Embarcadero One and have outdoor decks with panoramic views. I will be 70 next year with no current plans to retire, but our partner would eventually inherit our book. I would look forward to discussions with anyone who might find our firm of interest.

Market
Advisor/RIA
Last Activity
2 weeks

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