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Neumann Capital Management, LLC

● SEC registered since 1992CRD 112182SEC# 801-41001Foster City, CA
Export (members)
Reg. AUM
$568.5M
Employees
4
Accounts
584
Location
Foster City, CA

Neumann Capital Management, LLC assets under management

Neumann Capital Management, LLC operates as an SEC-registered investment adviser based in Foster City, CA. The firm has been registered since 1992. It reports $568.5 million in regulatory assets under management and employs 4 people.

Neumann Capital Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Caroline Amanda Connor Gorham ControlPartner & Chief Compliance Officer25-50%2021
Daniel Gerald Platt ControlPartner25-50%2021
Ekaterina Dimitrova Atanassov ControlPartner25-50%2021

Frequently asked questions

How much does Neumann Capital Management, LLC manage?

Neumann Capital Management, LLC reports $568.5 million in regulatory assets under management on its Form ADV.

How many employees does Neumann Capital Management, LLC have?

Neumann Capital Management, LLC reports 4 employees.

Where is Neumann Capital Management, LLC located?

Neumann Capital Management, LLC is based in Foster City, CA and has been SEC-registered since 1992.

Does Neumann Capital Management, LLC disclose fund performance?

Neumann Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address303 Vintage Park Drive, Suite 100, Foster City, CA 94404-1167
Phone650-548-9200
Fax650-548-9209
Office hours9:00 a.m. To 5:00 p.m.
SEC regionSan Francisco Regional Office (SFRO)
CIK1631930
Discloses disciplinary historyNo

Assets under management

Discretionary$568.5M
Non-discretionary$0
Total (RAUM)$568.5M