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Mt. Eden Investment Advisors, LLC (San Francisco)


Mt. Eden Investment Advisors, LLC is a large advisory firm based in San Francisco. It manages $596.48 million of regulatory assets for 401 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Oregon, Texas, and Washington.

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Mt. Eden Investment Advisors provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, selection of other advisers, and family business services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Mt. Eden Investment Advisors: assets under management

The assets under management (AUM) of Mt. Eden Investment Advisors, LLC is $596.48 million. The firm's AUM has grown by 67% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $590.28 million in discretionary accounts and $6.21 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.49 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $1.55 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Mt. Eden Investment Advisors, LLC 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.

Indirect Owners

The SEC currently registers 3 indirect owners.

Name Entity Date acquired Ownership Employer ID
Barbara Packard Trustee 1 Jan 1997 Other 6048376
Keith Bradford Mcwilliams Trustee 1 Nov 2008 Other 1395852
Dana Dooley Trustee 1 Nov 2008 Other 6048378

Based in San Francisco

The principal office where Mt. Eden Investment Advisors, LLC performs its advisory services is located at 425 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 288-3000 or by fax (415) 288-3039. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.mtedeninvest.com.


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