Lincap Management Co (San Francisco)

Lincap Management Co is a large advisory firm based in San Francisco. It manages $62.99 million of regulatory assets for 219 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Oregon.

Lincap Management provides portfolio management for individuals and small businesses. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Lincap Management: assets under management

The assets under management (AUM) of Lincap Management Co is $62.99 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 69% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $62.99 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $287.64 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Lincap Management Co for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. 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 Lincap Management Co

Benjamin Russell Garvin has been acting as President since 1 Sep 1976. Kevin Dennis Boden joined the executive team most recently as the Chief Compliance Officer,Vice President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Benjamin Russell Garvin	President	1 Sep 1976	75% - 100%	4339319
Margaret Perry Garvin	Corporate secretary	1 Sep 1976	Other	4507000
Maria Luisa Boden	Director	1 Apr 2001	Other	4507002
Kevin Dennis Boden	Vice president	1 Apr 2001	Other	811187
Kevin Dennis Boden	Chief compliance officer,vice president	1 Oct 2004	Other	811187

Based in San Francisco

The principal office where Lincap Management Co performs its advisory services is located at 130 Judah Street, San Francisco, CA 94122, which is also the mailing address of the firm. An additional office of the firm is in Santa Rosa, CA. It doesn’t run an office outside of the United States.