WEINTRAUB CAPITAL MANAGEMENT, L.P.

SAN FRANCISCO, California·3 registered advisors·CRD# 136068
SEC# 801-73412415-288-8950
01

Firm Overview

AUM
$1.4B
Regulatory assets under management
Employees
11
Total firm employees
Advisors
3
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 WEINTRAUB CAPITAL MANAGEMENT, L.P.

3 registered advisors
Jerald Martin Weintraub
SAN FRANCISCO, California
Melody R. Howe Weintraub
SAN FRANCISCO, California
Nancy Jo Deschane
SAN FRANCISCO, California
05

Office Locations

SAN FRANCISCO, California
3 advisors

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Data sourced from SEC Form ADV filings. WEINTRAUB CAPITAL MANAGEMENT, L.P. (CRD# 136068) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.