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BLUM CAPITAL PARTNERS LP
BLUM CAPITAL PARTNERS LP
SAN FRANCISCO, California
·
10 registered advisors
·
CRD# 106226
SEC# 801-47995
1
415-434-1111
01
Firm Overview
AUM
$71M
Regulatory assets under management
Employees
12
Total firm employees
Advisors
10
Registered representatives
02
Services & Fees
Advisory Services
Pension consulting
Compensation
Percentage of AUM
Subscription fees
Performance-based fees
03
Specialties
Retirement Planning
04
Advisors at BLUM CAPITAL PARTNERS LP
10 registered advisors
Carrie Ann Farina Bigness
SAN FRANCISCO, California
CRD# 2934993
Deborah Lynn Perkovich
SAN FRANCISCO, California
CRD# 6407083
Jane Jinwen Su
SAN FRANCISCO, California
CRD# 2437610
Karen Marie Snater
SAN FRANCISCO, California
CRD# 6631024
Murray Jerome Mccabe
SAN FRANCISCO, California
CRD# 2079223
Nils Colin Lind
SAN FRANCISCO, California
CRD# 874125
Peter Miles Westley
SAN FRANCISCO, California
CRD# 1561429
Robert Brock Mcdonald
SAN FRANCISCO, California
CRD# 4189567
Verett Ann Mims
SAN FRANCISCO, California
CRD# 7245075
Xuelei Jessica Li
SAN FRANCISCO, California
CRD# 6664214
05
Office Locations
SAN FRANCISCO, California
10 advisors
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Data sourced from SEC Form ADV filings. BLUM CAPITAL PARTNERS LP (CRD# 106226) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.