United Capital of San Francisco Overview

  • Year Founded
  • 2008

Year Founded

  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • M&A

  • Financing Rounds
  • 2

United Capital of San Francisco General Information

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.

Contact Information

Website
www.unitedcapitalsf.com
Formerly Known As
Trevethan Capital Partners
Ownership Status
Acquired/Merged
Financing Status
Corporate Backed or Acquired
Corporate Office
  • One Market Street, Spear Tower, Suite 1800
  • San Francisco, CA 94105
  • United States
Primary Industry
Other Financial Services
Acquirer
Goldman Sachs Personal Financial Management
Corporate Office
  • One Market Street, Spear Tower, Suite 1800
  • San Francisco, CA 94105
  • United States

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United Capital of San Francisco Valuation & Funding

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

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United Capital of San Francisco Former Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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United Capital of San Francisco FAQs

  • When was United Capital of San Francisco founded?

    United Capital of San Francisco was founded in 2008.

  • Where is United Capital of San Francisco headquartered?

    United Capital of San Francisco is headquartered in San Francisco, CA.

  • What industry is United Capital of San Francisco in?

    United Capital of San Francisco’s primary industry is Other Financial Services.

  • Is United Capital of San Francisco a private or public company?

    United Capital of San Francisco is a Private company.

  • What is United Capital of San Francisco’s current revenue?

    The current revenue for United Capital of San Francisco is .

  • Who are United Capital of San Francisco’s investors?

    Oppenheimer & Company has invested in United Capital of San Francisco.

  • When was United Capital of San Francisco acquired?

    United Capital of San Francisco was acquired on 07-Nov-2008.

  • Who acquired United Capital of San Francisco?

    United Capital of San Francisco was acquired by Goldman Sachs Personal Financial Management.

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