SAN FRANCISCO, CACRD 324187Latest ADV March 27, 2026
3 Management Co, LLC 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 27, 2026, reports $89M in regulatory assets under management, 2 employees, and 3 accounts.
Assets Under Management
$89M
Employees
2
Offices
--
Total Clients
<5
Primary office
SAN FRANCISCO, CA
548 MARKET STREET, STE 74996, SAN FRANCISCO, CA, United States
Portfolio management for pooled investment vehicles
Fee models offered
2 types reported
Asset based fees
Performance-based fees
Sources checked May 13, 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%
3
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$89Mas of March 27, 2026
Discretionary100.0%
$89M
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$89M
Total Accounts3
10Y AUM Change+$89M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee2:1
10Y Employee Change-1 (-33.3%)
* 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.