True Capital Management LLC
Legal Name: TRUE CAPITAL MANAGEMENT LLC
Full Contact Details
True Capital Management LLC
101 MONTGOMERY STREET, SUITE 2800, SAN FRANCISCO, CA
415-538-3600
415-538-3601
Other Info
TRUE CAPITAL MANAGEMENT LLC is a California Limited Liability Company with 34 employees, including 12 advisory staff. The number of clients served is undisclosed. According to the SEC, this firm's registration was approved on January 24, 2007.
True Capital Management | Wealth Management, Investing, Advisory Firm
True Capital Management is a global wealth management firm created to service the financial needs of professional athletes, entertainers and high net worth individuals.
Direct Owners
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CHRISTOPHER CRAIG SCHLATTER
INVESTMENT ADVISOR REP owns less than 5%
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DOUGLAS SCOTT RAETZ
CHIEF EXECUTIVE OFFICER owns more than 25% but less than 50%
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GEORGE HUMBERTO LUJAN
INVESTMENT ADVISORY REP owns less than 5%
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HEATHER KATHERINE GOODMAN
CHIEF OPERATING OFFICER / CHIEF COMPLIANCE OFFICER owns more than 25% but less than 50%
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JACOB DANIEL BOND
MANAGING DIRECTOR owns less than 5%
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JUSTIN HARRISON BASS
MANAGING DIRECTOR owns less than 5%
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KARIN MARILEE BLAIR
CHIEF INVESTMENT OFFICER owns less than 5%
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KENNETH JOSEPH SOROSKY
MANAGING DIRECTOR owns more than 5% but less than 10%
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LORI MCGOVERN FORTHMANN
DIRECTOR owns less than 5%
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SC INVESTMENTS CONSULTING, LLC
MEMBER owns more than 10% but less than 25%
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TRAVIS ANTHONY HENRY
INVESTMENT ADVISORY REP owns less than 5%
Administrators
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OPUS FUND SERVICES
United States