SAN FRANCISCO, CACRD 121168Latest ADV March 20, 2026
Paul Capital is an SEC registered investment adviser organized as a corporation with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 20, 2026, reports $521M in regulatory assets under management, 9 employees, 3 offices, and 7 accounts.
Assets Under Management
$521M
Employees
9
Offices
3 offices
Total Clients
7
Primary office
SAN FRANCISCO, CA
2269 CHESTNUT STREET #621, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Other fee arrangements
Performance-based fees
Sources checked May 15, 2026
Client Coverage Demographics
Top client segmentPooled Investment Vehicles represent 100.0% of total clients.
Top client categories% of clientsClients
1
Pooled Investment Vehicles
100.0%
7
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$521Mas of March 20, 2026
Discretionary100.0%
$521M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$521M
Total Accounts7
10Y AUM Change$-974M (-65.2%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee1:1
10Y Employee Change-5 (-35.7%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.