AUMdb

Lobos Creek Investors Llc

State-registered Investment Adviser · Boutique (under $100M) CRD 342724 · San Francisco, CA · www.loboscreekinvestors.com
☆ Save with Pro ADV data as of Jul 08, 2026
Regulatory AUM
$0
Discretionary
$0
Clients
Avg AUM / client
Accounts
0
Employees
1

Disciplinary disclosures

No disciplinary events reported on the firm's latest Form ADV filing.

How they charge

  • Percentage of assets under management

Services

  • Portfolio management for individuals/small businesses

Custody

Firm reports it does not have custody of client funds or securities (Item 9.A).

No custodian data reported or mined yet.

Source

All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 08, 2026.

View current Form ADV (SEC/IAPD) ↗