Pillar Point Capital Management Inc (San Mateo)

Name: Pillar Point Capital Management Inc
Address: 1900 Alameda De Las Pulgas,, San Mateo, CA, 94403
Telephone: 650-358-3140

Pillar Point Capital Management Inc is a large advisory firm based in San Mateo. It manages $728.58 million of regulatory assets for 39 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

Pillar Point Capital Management 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.

Pillar Point Capital Management: assets under management

The assets under management (AUM) of Pillar Point Capital Management Inc is $728.58 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $445.43 million in discretionary accounts and $283.15 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $16.5 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $23.6 million.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Pillar Point Capital Management Inc 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.

Careers at Pillar Point Capital Management Inc

Gerald Marston Nauman has been acting as President since 1 Jun 1993. Kai Grant Edwin Anderson joined the executive team most recently as the Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
California Casualty Management Company`	Shareholder	1 Jun 1993	75% - 100%	94-0575650
Gerald Marston Nauman	Director	1 Jun 1993	Other	4364600
Thomas Runnels Brown	Director	1 Jun 1993	Other	4364594
Peter Goldberg	Director	1 Jun 1993	Other	4364583
Thomas Fraser	Secretary and legal counsel	1 Jun 1993	Other	2533267
John George Vidosh	Chief financial officer	1 Jun 1993	Other	4364571
Kenneth Grover Berry	Chairman of the board, president, chief executive officer, and director	1 Jun 1993	Other	4364561
Thomas Keith Fraser	Secretary and legal counsel	1 Jun 1993	Other	2533267
Kai Grant Edwin Anderson	Director	1 Sep 2001	Other	4521937

Based in San Mateo

The principal office where Pillar Point Capital Management Inc performs its advisory services is located at 1900 Alameda De Las Pulgas,, San Mateo, CA 94403, which is also the mailing address of the firm. An additional office of the firm is in Sacramento, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 650-358-3140 or by fax 650-573-0672. The normal business hours are 7:30am to 4:30pm on Monday - Friday. You can find more information about the New York firm at pillarpt.com.