Citrine Capital (California) Overview

  • Type
  • Wealth Management Firm

  • Year Founded
  • 2014

Year Founded

  • Professionals
  • 2

Professionals

  • AUM

Citrine Capital (California) General Information

Description

Citrine Capital (California) is a wealth management firm based in San Francisco, California. Established in 2014, the firm is committed to helping business owners, entrepreneurs, and tech professionals conserve and create wealth. The firm works with its clients to organize their finances, manage investments, define and prioritize goals, plan for retirement and other major life events, reach financial independence, protect loved ones, and mitigate taxes. The assets of the firm are managed by its executive management team.

Contact Information

Website
www.citrinecapitaladvisors.com
Year Founded
2014
Open To Secondaries
Open To First Time Funds
Institution Type
Wealth Management Firm
Primary Contact
Title
Co-Founder, Chairman & Managing Director
Email
Phone
Corporate Office
  • 535 Mission Street
  • 14th Floor
  • San Francisco, CA 94105
  • United States
+1 (415)

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Citrine Capital (California) Commitment Analytics

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Commitments by Fund Type
Commitments by Fund Type
Commitments by Region
Commitments by Region

Citrine Capital (California) Investment Allocations

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  • Target PE:
    Current PE:
    %  Actual
  • Target Real Estate:
    Real Estate:
    %  Actual
  • Target Equities:
    Current Equities:
  • Target Fixed Income:
    Fixed Income:
  • Target Cash:
    Current Cash:
Investment allocations

Citrine Capital (California) Team (3)

Name Title Office
Jirayr Kembikian Co-Founder & Managing Director San Francisco, CA
Ryan Cole Co-Founder, Chairman & Managing Director San Francisco, CA
Nickolas Loeffelman Wealth Advisor San Francisco, CA
To view Citrine Capital (California)’s complete team members history, request access »

Citrine Capital (California) Board Members (1)

Name Representing Role Since
Ryan Cole Citrine Capital (California) Co-Founder, Chairman & Managing Director
To view Citrine Capital (California)’s complete board members history, request access »

Citrine Capital (California) FAQs

  • When was Citrine Capital (California) founded?

    Citrine Capital (California) was founded in 2014.

  • Who is the founder of Citrine Capital (California)?

    Ryan Cole is the founder of Citrine Capital (California).

  • Where is Citrine Capital (California) headquartered?

    Citrine Capital (California) is headquartered in San Francisco, CA.

  • How many Assets Under Management (AUM) does Citrine Capital (California) have?

    Citrine Capital (California) has in assets under management.

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