Unclaimed Profile

Henry Tran

SAILINGSTONE CAPITAL PARTNERS LLC·LARKSPUR, California

Clean recordSAILINGSTONE CAPITAL PARTNERS LLC

125 E. SIR FRANCIS DRAKE BLVD., LARKSPUR, CA 94939CRD# 4953170Firm CRD# 169673

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Henry Tran · LARKSPUR, CA

Registration

CRD #4953170 · SAILINGSTONE CAPITAL PARTNERS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Henry Tran is a registered financial advisor based in LARKSPUR, California, affiliated with SAILINGSTONE CAPITAL PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Retirement Planning

Wealth Management

Client Types

Individuals

Institutional Investors

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

SAILINGSTONE CAPITAL PARTNERS LLC

AUM

$507M

Regulatory assets under management

Employees

Total firm employees

View all advisors at SAILINGSTONE CAPITAL PARTNERS LLC →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4953170

Firm CRD# 169673

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Henry Tran offer?

Henry Tran specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in LARKSPUR, California for a consultation.

What are Henry Tran's credentials?

Henry Tran is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Henry Tran located?

Henry Tran is based in LARKSPUR, California, working with SAILINGSTONE CAPITAL PARTNERS LLC. Their office serves clients in the LARKSPUR metropolitan area and surrounding communities.

How does Henry Tran charge for services?

Henry Tran's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is SAILINGSTONE CAPITAL PARTNERS LLC?

SAILINGSTONE CAPITAL PARTNERS LLC has approximately 7 employees and manages $507M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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