SAN FRANCISCO, CACRD 312031Latest ADV March 12, 2026
Sidepocket Incorporated 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 12, 2026, reports $914,547 in regulatory assets under management, 16 employees, and 60 accounts.
Assets Under Management
$915K
Employees
16
Offices
--
Total Clients
60
Primary office
SAN FRANCISCO, CA
1 SANSOME STREET, SUITE 3500, SAN FRANCISCO, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 78.3% of total clients.
Top client categories% of clientsClients
1
Individuals
78.3%
47
2
HNWI
21.7%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$915Kas of March 12, 2026
Discretionary100.0%
$915K
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$915K
Total Accounts60
10Y AUM Change+$915K
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee4:1
10Y Employee Change+13 (+433.3%)
* 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.