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Hugh De La Vergne Edmundson

THEOREM PARTNERS LLC·SAN FRANCISCO, California
THEOREM PARTNERS LLC
301 HOWARD STREET, STE 830, SAN FRANCISCO, CA 94105CRD# 5936817Firm CRD# 281280

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Hugh De La Vergne Edmundson · SAN FRANCISCO, CA
Registration
CRD #5936817 · THEOREM PARTNERS LLC
Brand Profile
Not yet started
Disclosure history
2 disclosures on file · See FINRA BrokerCheck for full record
01

About

Hugh De La Vergne Edmundson is a registered financial advisor based in SAN FRANCISCO, California, affiliated with THEOREM PARTNERS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Wealth Management
Client Types
Pension & Retirement Plans
Introduction

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03

Firm Overview

Firm
THEOREM PARTNERS LLC
THEOREM
AUM
$2.0B
Regulatory assets under management
Employees
62
Total firm employees
View all advisors at THEOREM PARTNERS LLC →
Services
Pension consulting
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5936817
Firm CRD# 281280
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Hugh De La Vergne Edmundson offer?
Hugh De La Vergne Edmundson specializes in Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Hugh De La Vergne Edmundson's credentials?
Hugh De La Vergne Edmundson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Hugh De La Vergne Edmundson located?
Hugh De La Vergne Edmundson is based in SAN FRANCISCO, California, working with THEOREM PARTNERS LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Hugh De La Vergne Edmundson charge for services?
Hugh De La Vergne Edmundson'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 THEOREM PARTNERS LLC?
THEOREM PARTNERS LLC has approximately 62 employees and manages $2.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Ryan T Podolsky
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Research
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