SAN FRANCISCO, CACRD 281813Latest ADV March 31, 2026
Backer 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 31, 2026, reports $63M in regulatory assets under management, 15 employees, and 18,672 accounts.
Top client segmentIndividuals represent 100.0% of total clients.
Top client categories% of clientsClients
1
Individuals
100.0%
14,482
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$63Mas of March 31, 2026
Discretionary0.0%
$0
0% of total RAUM0.0%
Non-discretionary100.0%
$63M
100% of total RAUM100.0%
All regulatory assets under management are non-discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$63M
Total Accounts18,672
10Y AUM Change+$63M (+60116.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees15
Clients per Employee965:1
10Y Employee Change+11 (+275.0%)
* 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.