FLORIN PENSIONS LLC
Latest filing: Jan 31, 2025 (166 days ago)
AUM
$0
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
0% change vs. 10 years ago
Employee Count
5
25% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
25% change vs. 10 years ago
Main Office
SAN FRANCISCO, CA
201 SPEAR STREET, SAN FRANCISCO, CA, UNITED STATES, 94105
Client AUM
| Discretion | AUM |
|---|---|
| Discretionary | $0.0 |
| Non-Discretionary | $0.0 |
| Total | $0.0 |
| Client | AUM |
|---|---|
| Retail | $0.0 |
| Pooled | $0.0 |
| Institutional | $0.0 |
| Total | $0.0 |
| Retail | Accounts | AUM |
|---|---|---|
| Individual | 0 | $0.0 |
| Average Individual AUM | $0 | |
| HNW | 0 | $0.0 |
| Average HNW AUM | $0 | |
| Retail Total | 0 | $0.0 |
| Average Retail AUM | $0 |
ADVDB.CO • AUM IN BILLIONS, AVERAGES IN DOLLARS • SOURCE: SEC FORM ADV
SMA Custodians
| Custodian | Location | AUM |
|---|
ADVDB.CO • SMA AUM IN BILLIONS • SMA INCLUDES RETAIL AND INSTITUTIONAL • SOURCE: SEC FORM ADV
Separately Managed Assets
| Breakdown | AUM |
|---|---|
| Total SMA AUM | $0.0 |
| Retail SMA AUM | $0.0 |
| Institutional SMA AUM | $0.0 |
| Asset Class | % | AUM |
|---|---|---|
| Equity Exch | 0% | $0.0 |
| Equity Non-Exch | 0% | $0.0 |
| Govt Agency | 0% | $0.0 |
| Municipal | 0% | $0.0 |
| Sovereign | 0% | $0.0 |
| IG Credit | 0% | $0.0 |
| HY Credit | 0% | $0.0 |
| Derivatives | 0% | $0.0 |
| Investment Companies | 0% | $0.0 |
| Other Pools | 0% | $0.0 |
| Cash | 0% | $0.0 |
| Other | 0% | $0.0 |
| Total | 0% | $0.0 |
ADVDB.CO • AUM IN BILLIONS • POSSIBLE ROUNDING ERRORS, BUT SOME ADVISERS REPORT SUMS ≠ 100% • SOURCE: SEC FORM ADV
Control Persons
Representatives
4 active representatives found
| Name | City | State | Exams | Designations | |||||
|---|---|---|---|---|---|---|---|---|---|
| JOHN TUNSTALL | SAN FRANCISCO | CA | S65|2011-06-06 | ||||||
| CHARLES COCKERTON | SAN FRANCISCO | CA | S65|2011-07-15 | ||||||
| KELCI LAAM | SAN FRANCISCO | CA | S65|2023-08-21 | ||||||
| EMMA COCKERTON | SAN FRANCISCO | CA | S65|2013-06-28 | ||||||
ADVDB.CO • SOURCE: SEC
History
| Date | AUM | AUM ∆ | AUM % ∆ | Empl | Empl ∆ | Empl % ∆ |
|---|---|---|---|---|---|---|
| 2025-06-02 | $0.0 | $0.0 | 0% | 5 | 0 | 0% |
| 2025-04-21 | $0.0 | $0.0 | 0% | 5 | 0 | 0% |
| 2024-04-02 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
| 2023-04-04 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
| 2022-04-01 | $0.0 | $0.0 | 0% | 5 | 0 | 0% |
| 2021-04-05 | $0.0 | $0.0 | 0% | 5 | 0 | 0% |
| 2020-04-01 | $0.0 | $0.0 | 0% | 5 | 0 | 0% |
| 2019-04-01 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
| 2018-04-02 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
| 2017-04-01 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
| 2016-04-01 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
| 2015-04-01 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
| 2014-04-01 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
| 2013-04-01 | $0.0 | $0.0 | 0% | 4 | 1 | 25% |
ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV
Other
| STATE REGISTRATIONS |
| CA, AZ-05/14/2012, CA-02/17/2012, CO-05/14/2012, CT-05/14/2012, FL-03/29/2012, GA-03/28/2012, IL-05/21/2012, LA-06/15/2012, MA-05/18/2012, MI-06/15/2012, NC-01/06/2016, NE-11/02/2018, NH-05/14/2012, NJ-06/18/2012, NY-03/28/2012, OR-12/07/2020, PA-06/15/2012, SC-11/04/2016, TX-05/18/2012, VA-11/15/2024, WA-03/22/2013 |
| ADVISER ACTIVITIES |
|
MANAGER SELECTION |
| OTHER ACTIVITIES |
ADVDB.CO • SOURCE: SEC FORM ADV