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Bofcal Asset Management Inc.

CRD 166828SEC# 801-77801Menlo Park, CA
Export (members)
No longer SEC-registered. Bofcal Asset Management Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$797.6M
Employees
5
Accounts
28
Location
Menlo Park, CA

Bofcal Asset Management Inc. assets under management

Bofcal Asset Management Inc. is an SEC-registered investment adviser based in Menlo Park, CA. It reports $797.6 million in regulatory assets under management and employs 5 people.

Bofcal Asset Management Inc. owners & executives

6 reported
NameTitleOwnershipSince
Banc of California ControlOwnerOver 75%2023
Jose V. Sarmenta ControlChief Compliance OfficerUnder 5%2024
Justin Farzad ColemanMember, Board Of DirectorsUnder 5%2024
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Frequently asked questions

How much does Bofcal Asset Management Inc. manage?

Bofcal Asset Management Inc. reports $797.6 million in regulatory assets under management on its Form ADV.

How many employees does Bofcal Asset Management Inc. have?

Bofcal Asset Management Inc. reports 5 employees.

Where is Bofcal Asset Management Inc. located?

Bofcal Asset Management Inc. is based in Menlo Park, CA.

Does Bofcal Asset Management Inc. disclose fund performance?

Bofcal Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2420 Sand Hill Road, Suite 100, Menlo Park, CA 94025
Office hours8:30 a.m. - 5:00 p.m.
Discloses disciplinary historyNo

Assets under management

Discretionary$797.6M
Non-discretionary$0
Total (RAUM)$797.6M