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Henry Tran

SAILINGSTONE CAPITAL PARTNERS LLC·LARKSPUR, California
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125 E. SIR FRANCIS DRAKE BLVD., LARKSPUR, CA 94939CRD# 4953170Firm CRD# 169673
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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.

02

Focus Areas

Specialties
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Institutional Investors
Pension & Retirement Plans
03

Firm Overview

Firm
SAILINGSTONE CAPITAL PARTNERS LLC
SAILINGSTONE CAPITAL PARTNERS LLC
AUM
$507M
Regulatory assets under management
Employees
7
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
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4953170
Firm CRD# 169673
No disclosures on file
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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Other advisors in LARKSPUR
John Paul Jr Collins — COLLINS & COMPANY, LLCNeal Scott Jacobs — MAVEN EQUITY PARTNERS, LLCJonathan Wyatt Gruber — ROSS CREEK CAPITAL MANAGEMENT, LLCAndrew Theodore Foster — SEAFARER CAPITAL PARTNERS, LLCCharles Joseph Ramos — PRIVATE CAPITAL MANAGEMENT, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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