Seldon Capital LLC (San Francisco)

Seldon Capital LLC is a large advisory firm based in San Francisco. It manages $106.65 million of regulatory assets for 13 client accounts. It has been registered with the SEC as an adviser since 2019 and has operated in the jurisdiction of California.

Seldon Capital provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, 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.

Seldon Capital: assets under management

The assets under management (AUM) of Seldon Capital LLC is $106.65 million, all of which is managed in discretionary accounts. $10 million of the total AUM is attributable to clients outside of the United States.

The firm manages $106.65 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $8.2 million each.

Investments

The firm invests in exchange traded securities the most. They account for 48% of the total AUM. The second-largest asset type is government bonds, which make up 23% of the firm’s portfolio. Investments in investment grade corporate bonds form 11% of the total invested assets.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Seldon Capital LLC for their services and products based on a percentage of assets under management. 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.

Careers at Seldon Capital LLC

The company employs 1 person that is either a part- or full-time employee. 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
Matthew A Fong	Managing member, cco	1 Jan 2019	75% - 100%	5001483

Based in San Francisco

The principal office where Seldon Capital LLC performs its advisory services is located at 548 Market Street, San Francisco, CA 94102, 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 415-569-7601. The normal business hours are 9am - 5pm on Monday - Friday.