SAN FRANCISCO, CACRD 171735Latest ADV March 16, 2026
Citrine Capital is an SEC registered investment adviser organized as a limited liability company with a primary office location in San Francisco, CA. Its latest Form ADV filing, dated March 16, 2026, reports $347M in regulatory assets under management, 8 employees, 5 offices, and 640 accounts.
Assets Under Management
$347M
Employees
8
Offices
5 offices
Total Clients
141
Primary office
SAN FRANCISCO, CA
535 MISSION ST, 14TH FLOOR, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Other fee arrangements
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentHNWI represent 53.2% of total clients.
Top client categories% of clientsClients
1
HNWI
53.2%
75
2
Individuals
46.8%
66
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$347Mas of March 16, 2026
Discretionary100.0%
$347M
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.
Total AUM$347M
Total Accounts640
10Y AUM Change+$238M (+218.0%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee18:1
10Y Employee Change+3 (+60.0%)
* 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.