| Name | Title | Ownership | Since |
|---|---|---|---|
| Jordan Gabriel Eckton Lee Control | Chief Executive Officer, Chief Compliance Officer, Shareholder (common) | 25-50% | 2015 |
| Wh2-P LLC Control | Shareholder (preferred) | 50-75% | 2023 |
| Wndrco Holdings II LP Control | Owner And Managing Member | 50-75% | 2023 |
Principly, Inc. reports $47.5 million in regulatory assets under management on its Form ADV.
Principly, Inc. reports 20 employees.
Principly, Inc. is based in San Francisco, CA and has been SEC-registered since 2015.
Principly, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 474 Bryant St, San Francisco, CA 94107 |
| Phone | +1 (844) SAVE-529 |
| Office hours | 9:30 a.m. To 6:30 p.m. Pacific Time |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | — |
| Non-discretionary | $47.5M |
| Total (RAUM) | $47.5M |