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.
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 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. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
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.
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.
You can reach the main office by calling the phone number 415-882-9909 or by fax 415-449-3491. The normal business hours are 9 a.m. to 3 p.m. on Monday - Friday.