Unclaimed Profile

Tuhin Ghosh

MOTIF CAPITAL MANAGEMENT, INC.·SAN MATEO, California

SIE, Series 7, Series 24, Series 63CFAClean record10 years registeredMOTIF CAPITAL MANAGEMENT, INC.

2 E. 3RD AVE., SAN MATEO, CA 94401CRD# 6231808Firm CRD# 277051

Profile Verification

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

Identity

Tuhin Ghosh · SAN MATEO, CA

Registration

CRD #6231808 · MOTIF CAPITAL MANAGEMENT, INC. · 10 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: MOTIF CAPITAL MANAGEMENT, INC.

MOTIF CAPITAL MANAGEMENT, INC.

Sep 2015 – Feb 2018

SAN MATEO, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Registration record

First registered · September 3, 2015

Years registered · 10

Professional designation · CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MOTIF CAPITAL MANAGEMENT, INC.

CRD 277051 · SEC 801-105472

AUM

$869M

Regulatory assets under management

Employees

184 client accounts

Services offered by MOTIF CAPITAL MANAGEMENT, INC.

Per Form ADV

Pension consulting

Selection of other advisers

Market timing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Pension & Retirement Plans

Nonprofits & Foundations

View all advisors at MOTIF CAPITAL MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does Tuhin Ghosh offer?

Tuhin Ghosh specializes in Retirement Planning, Wealth Management.

What are Tuhin Ghosh's credentials?

Tuhin Ghosh holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Tuhin Ghosh located?

Tuhin Ghosh is based in SAN MATEO, California, last registered with MOTIF CAPITAL MANAGEMENT, INC..

How does Tuhin Ghosh charge for services?

Tuhin Ghosh's firm is compensated through percentage of aum, other: licenses fees from models & indexes. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MOTIF CAPITAL MANAGEMENT, INC.?

MOTIF CAPITAL MANAGEMENT, INC. has approximately 7 employees and manages $869M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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