January Capital Advisors LLC
January Capital Advisors LLC is an SEC-registered wealth manager in San Francisco, CA with $193.2M assets under management (AUM, regulatory AUM), +4% over one year. See who owns January Capital Advisors LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 177514, SEC 801-111841, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $193.2M (2026-03-31)
- Firm type
- Wealth Manager
- Location
- San Francisco, CA
- Employees
- 4
- Clients
- 186
- CRD
- 177514
- Ownership
- PORFIDO, MICHAEL, ANTHONY; HODGES, JEFFREY, PAUL; DOYLE, HELEN, THERESA; HODGES, JEFFREY, P.
How much AUM does January Capital Advisors LLC have?
January Capital Advisors LLC reported $193.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns January Capital Advisors LLC?
Disclosed owners and executives of January Capital Advisors LLC include PORFIDO, MICHAEL, ANTHONY, HODGES, JEFFREY, PAUL, DOYLE, HELEN, THERESA, HODGES, JEFFREY, P.. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.