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Feshbach Investments LLC (Palo Alto)


Feshbach Investments LLC is an internet adviser based in Palo Alto. It manages $9.43 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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

Feshbach Investments: assets under management

The assets under management (AUM) of Feshbach Investments LLC is $9.43 million, all of which is managed in discretionary accounts. The company doesn't manage any assets belonging to foreign clients.


The firm manages $9.43 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $3.14 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Feshbach Investments LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Palo Alto

The principal office where Feshbach Investments LLC performs its advisory services is located at 2700 Middlefield Road, Palo Alto, CA 94306, 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 650-688-3100 or by fax 650-853-0416. The normal business hours are 6:00am - 2:00 pm on Monday - Friday. You can find more information about the New York firm at webiard.com.


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