Mathematica Capital Management, LLC

Mathematica Capital Management, LLC (CRD# 120651) is a financial advisory firm headquartered in Sausalito, CA. They manage $8,028,206 in 10 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
75 Gate 5 Road, Sausalito, CA 94965
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $802,821
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
The map below shows states where this firm has explicit registration only.

CA

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

Shahram Tajback (CRD# 4441479) is an Investment Advisor Representative working at Mathematica Capital Management, LLC in Sausalito, CA and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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