Unclaimed Profile

Sophia Gupta

GRAND TRUNK CAPITAL MANAGEMENT, L.P.·SAN FRANCISCO, California

Clean recordGRAND TRUNK CAPITAL MANAGEMENT, L.P.

201 MISSION STREET, SAN FRANCISCO, CA 94105CRD# 6028443Firm CRD# 150962

Profile Verification

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

Identity

Sophia Gupta · SAN FRANCISCO, CA

Registration

CRD #6028443 · GRAND TRUNK CAPITAL MANAGEMENT, L.P.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Sophia Gupta is a registered financial advisor based in SAN FRANCISCO, California, affiliated with GRAND TRUNK CAPITAL MANAGEMENT, L.P.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

GRAND TRUNK CAPITAL MANAGEMENT, L.P.

AUM

$37M

Regulatory assets under management

Employees

—

Total firm employees

View all advisors at GRAND TRUNK CAPITAL MANAGEMENT, L.P. →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6028443

Firm CRD# 150962

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Sophia Gupta offer?

Sophia Gupta specializes in Retirement Planning. Contact their office in SAN FRANCISCO, California for a consultation.

What are Sophia Gupta's credentials?

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

Where is Sophia Gupta located?

Sophia Gupta is based in SAN FRANCISCO, California, working with GRAND TRUNK CAPITAL MANAGEMENT, L.P.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.

How does Sophia Gupta charge for services?

Sophia Gupta'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 GRAND TRUNK CAPITAL MANAGEMENT, L.P.?

GRAND TRUNK CAPITAL MANAGEMENT, L.P. is a registered investment adviser with the SEC, managing $37M in regulatory assets under management. See their Form ADV for full details.

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