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Cabezon Capital Markets, LLC (San Francisco)


Cabezon Capital Markets, LLC is a pension cosultant based in San Francisco. It manages $515.83 million of regulatory assets for 7 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdiction of California.

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Cabezon Capital Markets provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and market timing 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.

Cabezon Capital Markets: assets under management

The assets under management (AUM) of Cabezon Capital Markets, LLC is $515.83 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $515.83 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $73.69 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Cabezon Capital Markets, LLC for their services and products based on a percentage of assets under management and performance-based 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.

Indirect Owners

The SEC currently registers 26 indirect owners.

Name Entity Date acquired Ownership Employer ID
Newsom Investments Ltd. Trustee 1 Dec 1988 Other 88-0254438
Llc Gft Trustee 1 Dec 1988 Other 88-0243513
William A Newsom Shareholder 1 May 1989 75% - 100% 5312301
William Alfred Newsom Shareholder 1 May 1989 75% - 100% 5312301
Gordon Peter Getty Shareholder 1 Aug 1994 75% - 100% 4339269
Gordon Peter Getty Shareholder 1 Nov 1994 75% - 100% 5310842
Andrew Rork Getty Shareholder 1 Nov 1994 75% - 100% 5570962
John Gilbert Getty Shareholder 1 Nov 1994 75% - 100% 5570964
William Getty Shareholder 1 Nov 1994 75% - 100% 5310839
William Paul Getty Shareholder 1 Nov 1994 75% - 100% 5310839
Christopher Getty Member 1 Dec 2000 25% - 50% 2480148
Christina Therese Maercks Member 1 Dec 2000 25% - 50% 5570971
Christopher Ronald Getty Member 1 Dec 2000 25% - 50% 2480148
Forsit Foundation Member 1 Aug 2001 25% - 50% na
Panopex Foundation Member 1 Mar 2003 25% - 50% na
Nicolette Michelle Getty Shareholder 1 Jun 2004 75% - 100% 5570965
Kendalle Pauline Getty Shareholder 1 Jun 2004 75% - 100% 5570967
Alexandra Sarah Getty Shareholder 1 Jun 2004 75% - 100% 5570970
Inc. Gpg Investment Trustee 1 Jul 2004 Other 88-0328940
Inc. Broadway Investment Trustee 1 Jul 2004 Other 88-0328934
Inc. A. Rork Investment Trustee 1 Jul 2004 Other 88-0328943
Inc. Jg Investment Trustee 1 Jul 2004 Other 88-0328933
Inc. Wg Investment Trustee 1 Jul 2004 Other 88-0328942
Kpg Investments Inc. Trustee 1 Jul 2004 Other 73-1711433
Asg Investments Inc. Trustee 1 Jul 2004 Other 73-1711438
Ng Investments Inc. Trustee 1 Jul 2004 Other 42-1633209

Based in San Francisco

The principal office where Cabezon Capital Markets, LLC performs its advisory services is located at 220 Halleck Street, San Francisco, CA 94129, 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 415-971-3542 or by fax 415-449-3462. The normal business hours are 6:30 to 4:30 on Monday - Friday. You can find more information about the New York firm at cabezoncapitalmarkets.com.


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