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United Capital of San Francisco

2008 FOUNDED
M&A STATUS
M&A LATEST DEAL TYPE
2 FINANCING ROUNDS
Description

Provider of investment advisory services in San Francisco, California. The company provides financial advisory services to clients in respect of portfolio management, wealth management and integrated financial management.

Formerly Known As
Trevethan Capital Partners
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • One Market Street, Spear Tower, Suite 1800
  • San Francisco, CA 94105
  • United States

United Capital of San Francisco Valuation and Funding

Deal Type Date Amount Post-Val Valuation/
EBITDA
Debt Status

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United Capital of San Francisco Executive Team (2)

Name Title Board
Seat
Contact
Info
Kathleen Hogan Founder & Chief Operating Officer
Kelly Trevethan Managing Director