Structural Capital Management Company Ii, Lp
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Overview
Structural Capital Management Company Ii, Lp operates as an advisory firm based in Menlo Park, California. It controls $790.8 million in assets over 31 accounts, placing it among the bigger investment advisory firms in the nation by assets under management (AUM). Structural Capital Management Company Ii, Lp has a small group, including 9 financial advisors. Structural Capital Management Company Ii, Lp is not a registered broker-dealer, signifying that the company is not able to buy and sell securities for its own accounts as well as its clients' and instead must go through a broker-dealer firm to do so. Securities are exchangable fiscal assets such as bonds, stocks and options.
Structural Capital Management Company Ii, Lp administers most of the company's accounts on a discretionary basis. Discretionary management means that a portfolio manager makes transaction choices for the client's account without needing to seek client approval. It also has one non-discretionary accounts with a total of $58.6 million in assets under management. The firm administers roughly $25.5 million in assets for each account. The typical advisor at Structural Capital Management Company Ii, Lp oversees around three client accounts, making it one of the most individualized firms in the country.
The firm's central office is at 800 Menlo Avenue #210, Menlo Park, California 94025. The company is legally allowed to serve clients in the state of California.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Structural Capital Management Company Ii, Lp by the Numbers
$790.8 million
11
31
$25.5 million
Fee Structure
Financial advisory fees are based on which service is offered. However, fee types billed by the company likely are comprised of some blend 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 provided by the firm.
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
Structural Capital Management Company Ii, Lp provides services to pooled investment vehicles. Out of its 31 accounts, Structural Capital Management Company Ii, Lp's biggest client is pooled investment vehicles. About 13% of its 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
Structural Capital Management Company Ii, Lp does not have any disclosures.
Please visit its Form ADV for more details.
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