Mathematica Capital Management, LLC

Mathematica Capital Management, LLC (CRD# 120651) is a financial advisory firm headquartered in Sausalito, CA. They manage $12,758,581 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $2,551,716
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Mathematica Capital Management, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Shahram Tajback
CRD#: 4441479
75 Gate 5 Road, Sausalito, CA 94965
96
Wealthminder
score

Shahram Tajback (CRD# 4441479) is an Investment Advisor Representative working at Mathematica Capital Management, LLC in Sausalito, CA and has over 15 years of experience in the finance industry.

2
Edward E. Best
CRD#: 2752388
Alpharetta, GA
90
Wealthminder
score

Edward Best (CRD# 2752388) is an Investment Advisor Representative working at Mathematica Capital Management, LLC in Alpharetta, GA and has 1 year of experience in the finance industry.

3
Ngai L. Poon
CRD#: 5300805
2330 Marinship Way, Suite 370, Sausalito, CA 94965
90
Wealthminder
score

Ngai Poon (CRD# 5300805) is an Investment Advisor Representative working at Mathematica Capital Management, LLC in Sausalito, CA and has 1 year of experience in the finance industry.

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