PORTFOLIO MANAGEMENT TECHNOLOGY

Latest filing: Jan 06, 2025 (301 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
0% change vs. 1 year ago
0% change vs. 3 years ago
0% change vs. 5 years ago
-17% change vs. 10 years ago

Main Office

SAN FRANCISCO, CA
4630 GEARY BLVD #304, SAN FRANCISCO, CA, UNITED STATES, 94118

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 2 $0.0
Average HNW AUM $0
Retail Total 2 $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

1 active

Name Title
TANG, ERIC, MANGPUI PRESIDENT, CHIEF COMPLIANCE OFFICER

ADVDB.CO • SOURCE: SEC

Representatives

1 active representative found

Name City State Exams Designations
ERIC TANG SAN FRANCISCO CA

ADVDB.CO • SOURCE: SEC

History

Date AUM AUM ∆ AUM % ∆ Empl Empl ∆ Empl % ∆
2025-08-01 $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% 5 0 0%
2023-04-04 $0.0 $0.0 0% 5 0 0%
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% 5 0 0%
2018-04-02 $0.0 $0.0 0% 5 0 0%
2017-04-01 $0.0 $0.0 0% 5 0 0%
2016-04-01 $0.0 $0.0 0% 6 -1 -17%
2015-04-01 $0.0 $0.0 0% 6 -1 -17%
2014-04-01 $0.0 $0.0 0% 7 -2 -29%
2013-04-01 $0.0 $0.0 0% 7 -2 -29%

ADVDB.CO • AUM IN BILLIONS • SOURCE: SEC FORM ADV

Other

STATE REGISTRATIONS
CA, CA-10/01/1996
ADVISER ACTIVITIES
PENSION CONSULTING
NEWSLETTERS
OTHER ACTIVITIES

ADVDB.CO • SOURCE: SEC FORM ADV