AdvisorCensus / Financial advisors / California / San Francisco, CA / Citibank, N.A.
Financial advisors in San Francisco, CA using Citibank, N.A.
5 SEC-registered investment advisory firms headquartered in the San Francisco, CA metro area name Citibank, N.A. as holding 10% or more of their separately managed account assets on Form ADV, listed alphabetically.
| Firm | City | Registration | Assets band |
|---|---|---|---|
| Cypress Point Investment Management LP | Mill Valley | SEC-registered investment adviser | $500 million to $1 billion |
| Gavilan Investment Partners LLC | Burlingame | SEC-registered investment adviser | $500 million to $1 billion |
| Osterweis Capital Management | San Francisco | SEC-registered investment adviser | $100 million to $500 million |
| Osterweis Capital Management | San Francisco | SEC-registered investment adviser | Over $5 billion |
| Park Presidio Capital LLC | San Francisco | SEC-registered investment adviser | $1 billion to $5 billion |
Custodians are as filed on Form ADV, Schedule D, Section 5.K(3), which lists each custodian holding 10% or more of an adviser's separately managed account assets, from the firm's most recent filing. A custodian holds client assets; it does not endorse or supervise the adviser. AdvisorCensus has no relationship with any custodian. Citibank, N.A. nationwide
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