BUENA VISTA FUND MANAGEMENT, LLC.

SAN FRANCISCO, California·4 registered advisors·CRD# 124537
SEC# 801-644120415-433-1020
01

Firm Overview

AUM
$421M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Pension consulting
Compensation
Percentage of AUM
Performance-based fees
Other: PERFORMANCE-BASED ALLOCATIONS
03

Specialties

Retirement Planning
04

Advisors at BUENA VISTA FUND MANAGEMENT, LLC.

4 registered advisors
Anne Shui Ting Yip
SAN FRANCISCO, California
Jeffrey Samuel Bartfeld
SAN FRANCISCO, California
Joey Hu
SAN FRANCISCO, California
Robert Mendel Rosner
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
4 advisors

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Data sourced from SEC Form ADV filings. BUENA VISTA FUND MANAGEMENT, LLC. (CRD# 124537) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.