# Citrine Capital

> Citrine Capital is an SEC-registered investment advisory firm in San Francisco, CA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 171735
- Filed as: CITRINE CAPITAL
- Legal name: Citrine Capital, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Francisco, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171735
- AdvisorCensus page: https://advisorcensus.com/firm/citrine-capital-san-francisco-ca-171735

## Quick answers

**How is Citrine Capital compensated?**
On its Form ADV (Item 5.E, October 2026), Citrine Capital reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Citrine Capital located?**
Citrine Capital's principal office is in San Francisco, CA, according to its Form ADV.

**Is Citrine Capital registered with the SEC or a state?**
Citrine Capital is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 171735.

**How much does Citrine Capital manage?**
Citrine Capital reports $346,706,774 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**How have Citrine Capital's assets and staff changed since 2021?**
In the Form ADV data for Citrine Capital: Regulatory assets under management: $109,022,110 in the October 2021 data and $346,706,774 in the October 2026 data, up 218%. Total employees: 5 in October 2021 and 8 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Citrine Capital serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (75); individuals (other than high net worth individuals) (66).

**Which custodians does Citrine Capital use?**
Citrine Capital's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Citrine Capital report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171735

**What changed in Citrine Capital's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 5 to 6. Regulatory assets under management went from $278,080,086 to $346,706,774 (+25%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $346,706,774
- Discretionary: $346,706,774
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 66 | $32,034,564 |
| High net worth individuals | 75 | $314,672,210 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2021 (5 years)
- Employees: 8 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, GA, IL, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- citrinecapitaladvisors.com
- Facebook @CITRINECAPITAL
- LinkedIn @CITRINE-CAPITAL
- X @citrinecapital

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $109,022,110 | 5 | February 9, 2021 |
| October 2022 | $192,310,021 | 5 | March 30, 2022 |
| October 2023 | $167,498,196 | 7 | September 14, 2023 |
| October 2024 | $194,553,309 | 7 | January 31, 2024 |
| October 2025 | $278,080,086 | 7 | March 18, 2025 |
| October 2026 | $346,706,774 | 8 | March 16, 2026 |

Regulatory assets under management: $109,022,110 in the October 2021 data and $346,706,774 in the October 2026 data, up 218%.
Total employees: 5 in October 2021 and 8 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 5 to 6.
- Regulatory assets under management went from $278,080,086 to $346,706,774 (+25%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Citrine Capital (CRD 171735): Form ADV filing data as of October 2026.