Backshore Capital, LLC is an adviser based in San Francisco. It manages $3 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdiction of California.
Backshore Capital provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Backshore Capital, LLC is $3 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Backshore Capital, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Backshore Capital, LLC performs its advisory services is located at 251 Post Street, Suite 500, San Francisco, CA 94108, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-810-7069 or by fax 415-704-3201. The normal business hours are 8:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.backshorecapital.com.