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Sidepocket Inc

● SEC registered since 2020CRD 312031SEC# 801-120228San Francisco, CA
Export (members)
Reg. AUM
$492K
Employees
16
Accounts
123
Location
San Francisco, CA

Sidepocket Inc assets under management

Sidepocket Inc is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2020. It reports $492,303 in regulatory assets under management and employs 16 people.

Sidepocket Inc owners & executives

4 reported
NameTitleOwnershipSince
Alex Morgan McQuown ControlChief Product Officer10-25%2020
Daniel Przemyslaw Idzkowski ControlChief Executive Officer25-50%2020
Paul M MalloryChief Compliance OfficerUnder 5%2022
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Frequently asked questions

How much does Sidepocket Inc manage?

Sidepocket Inc reports $492,303 in regulatory assets under management on its Form ADV.

How many employees does Sidepocket Inc have?

Sidepocket Inc reports 16 employees.

Where is Sidepocket Inc located?

Sidepocket Inc is based in San Francisco, CA and has been SEC-registered since 2020.

Does Sidepocket Inc disclose fund performance?

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

Contact & registration

Address1 Sansome Street, Suite 3500, San Francisco, CA 94104
Phone800-490-2188
Office hours9:00 a.m. Pst - 5:00 p.m. Pst
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$492K
Non-discretionary$0
Total (RAUM)$492K