Sidepocket Incorporated
Sidepocket Incorporated is an SEC-registered ria in San Francisco, CA with $914,547 assets under management (AUM, regulatory AUM), +86% over one year. See who owns Sidepocket Incorporated: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312031, SEC 801-120228, data through 2026-03-12.
- AUM (assets under management / regulatory AUM)
- $914,547 (2026-03-12)
- Firm type
- Ria
- Location
- San Francisco, CA
- Employees
- 16
- Clients
- 60
- CRD
- 312031
- Ownership
- IDZKOWSKI, DANIEL; SWAMINATHAN, SHRIDHAR; McQuown, Alex, Morgan; MALLORY, PAUL, M; IDZKOWSKI, DANIEL, PRZEMYSLAW
How much AUM does Sidepocket Incorporated have?
Sidepocket Incorporated reported $914,547 in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-12).
Who owns Sidepocket Incorporated?
Disclosed owners and executives of Sidepocket Incorporated include IDZKOWSKI, DANIEL, SWAMINATHAN, SHRIDHAR, McQuown, Alex, Morgan, MALLORY, PAUL, M, IDZKOWSKI, DANIEL, PRZEMYSLAW. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.