Adviser Profile
| As of Date | 04/15/2026 |
| Registration status | Registration Changed to WEBER CAPITAL MANAGEMENT LLC |
| ADV Location | SAN FRANCISCO, CA, United States |
| Contact Info | 415 xxxxxxx |
| Websites |
| AUM* | 120,225,941 46% |
| of that, discretionary | 120,225,941 46% |
| Number of Employees | 1 -50% |
| of those in investment advisory functions | 1 -50% |
| Private Fund GAV* | 0 -100% |
| Avg Account Size | 30,056,485 46% |
| SMA’s | No |
| Private Funds | 0 3 |
Adviser Type
Client Types
- Pooled investment vehicles
- Pension and profit sharing plans
Advisory Activities
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Performance-based fees
Reported AUM
1
1
1
1
Private Funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date10/29/2024 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLP | Filing Date01/26/2024 | Form ADV-E View Report |