Quillu Inc (San Francisco)

Name: Quillu Inc
Address: 1300 S Van Ness #204, San Francisco, CA, 94110
Telephone: (855) 962-8283

Quillu Inc is an internet adviser based in San Francisco. It manages $11.78 million of regulatory assets for 2,298 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdiction of California.

Quillu provides portfolio management for individuals and small businesses and pension consulting services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Quillu: assets under management

The assets under management (AUM) of Quillu Inc is $11.78 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 31967% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $11.78 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $5.13 thousand each.

Investments

The firm invests in investment and business development companies the most. They account for 100% of the total AUM.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quillu Inc for their services and products based on a percentage of assets under management and fixed 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.

What kind of clients Quillu serves?

The only and largest group of clients of Quillu is individuals with 2,298 clients and $11.78 million of assets under management. Among the 0 most similar advisory firms, Quillu has the 0th lowest percentage of individuals out of all clients.

The amount of regulatory assets under management is $11.78 million for 2,298 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.

Quillu doesn't advise any private funds.

Careers at Quillu Inc

The company employs 2 people that are either part- or full-time employees. 100 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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Dharmesh Malam	Ceo	1 Apr 2014	50% - 75%	6328215
Rikin Shah	President & cco	1 Apr 2014	50% - 75%	6328214
Y Combinator Llc	Owner	1 Apr 2014	Other	45-5369352
Rikin Shah	Ceo, cco	1 Mar 2016	50% - 75%	6328214
Dharmesh Malam	Board member	1 Jul 2017	50% - 75%	6328215
Jessie Jie Xin Li	Coo	1 Jul 2017	Other	5041663

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Paul Graham	Founder	1 Mar 2005	25% - 50%	5865501

Based in San Francisco

The principal office where Quillu Inc performs its advisory services is located at 1300 S Van Ness #204, San Francisco, CA 94110, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (855) 962-8283 or by fax 415-534-3431. The normal business hours are 9am - 5pm on Monday - Friday. You can find more information about the New York firm at octavewealth.com.