United Capital of San Francisco Overview

  • Founded
  • 2008
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

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
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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 Executive Team (2)

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