1Sharpe Capital LLC
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Overview
1Sharpe Capital LLC operates as a financial advisor firm located in Oakland, California. It manages $2.8 billion in total assets throughout 10 accounts, placing it among the largest investment advisory firms in the country by assets under management (AUM). 1Sharpe Capital LLC has a small team, including 17 financial advisors. 1Sharpe Capital LLC is not a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as options, equities and bonds.
1Sharpe Capital LLC manages all of the company's client assets in a discretionary manner. Discretionary management means that a portfolio manager makes transaction decisions for the client's account without needing to seek the customer's approval. The company manages roughly $275.9 million for each client account. The average advisor at 1Sharpe Capital LLC administers fewer than one client account, making it one of the most personalized advisor firms in the country.
1Sharpe Capital LLC's central office is at 370 Highland Ave, Oakland, California 94611. 1Sharpe Capital LLC is permitted to provide services to clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
1Sharpe Capital LLC by the Numbers
$2.8 billion
22
10
$275.9 million
Fee Structure
Financial management fees depend on which services the firm provides the client. Fee types billed by the company likely include some combination of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by 1Sharpe Capital LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to pooled investment vehicles. Out of its 10 clients, 1Sharpe Capital LLC's largest client type by number of accounts is pooled investment vehicles. Around 70% of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
1Sharpe Capital LLC does not have any disclosures.
Please visit its Form ADV for more details.
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