S.I. Capital Corp. is a large advisory firm based in Beverly Hills. It manages $38.72 million of regulatory assets for 5 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.
S.I. Capital Corp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of S.I. Capital Corp. is $38.72 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -43% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay S.I. Capital Corp. 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.
The principal office where S.I. Capital Corp. performs its advisory services is located at 1780 Carla Ridge, Beverly Hills, CA 90210, 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 310-550-1063 or by fax 310-550-0991. The normal business hours are 6:00 am to 2:00 pm on Monday - Friday.