3000 Management, Inc. is a large advisory firm based in San Francisco. It manages $989.95 million of regulatory assets for 9 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.
3000 Management provides portfolio management for pooled investment vehicles and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of 3000 Management, Inc. is $989.95 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 375% since the beginning of its operation, and $437.71 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay 3000 Management, Inc. for their services and products based on a percentage of assets under management and performance-based fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Bryon T Sheets is pooled investment vehicles with 9 clients and $989.95 million of assets under management. Among the 8 most similar advisory firms, 3000 Management has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $989.95 million for 9 clients. 44% of the firm’s clients are foreign persons or businesses.
3000 Management also advises several private funds. Namely, seven private equity funds. The minimum investment commitment required of non-related persons ranges from $0 to $10,000,000.
The company employs 11 people that are either part- or full-time employees. 64 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Bryon T Sheets has been acting as President since 1 Jan 2007. Randall Clay Schwed joined the executive team most recently as the Chief Executive Officer, President, Chief Compliance Officer, Secretary And Director.
The principal office where 3000 Management, Inc. performs its advisory services is located at 2269 Chestnut Street #621, San Francisco, CA 94123, which is also the mailing address of the firm. An additional office of the firm is in New York, NY. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-283-4300 or by fax 415-283-4301. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at paulcap.com.