B
$29.2M Total AUM
$29.2M Disc. AUM
-- 3Y CAGR
8 Employees
138 ADV. Clients
3 yrs Firm Age
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- Custodian
- Apex · Interactive Brokers
- Clients
- Retail
- Platforms
- PioneerZenith value
- Established Date
- 08-05-2022
- Office Locations
- 1
Office Locations
201 Spear Street Suite 1100 SAN Francisco CA
About Bunker
BUNKER is an SEC-registered investment adviser offering a mobile app that lets individuals—particularly in Latin America—invest digitally in U.S. markets. Users open a U.S. account in their own name, get diversified model portfolios matched to risk profile, and can earn interest on uninvested cash via its savings program. Accounts are SIPC-backed up to $500k.
Team overview
-- AVG AGE
$14.6M AVG AUM / ADVISOR
$211.6K AVG AUM / CLIENT
0.8 yrs AVG TENURE
8 Employees
2 Advisory Reps
0 RIA Reps
3yrs Firm Age
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Asset Classes
Signal delta Bridge north Horizon Meridian
Custodian
Alpha Atlas vector Bridge Radial timber Element crest Beacon
Investment Themes
Vertex crest Quantum
Investment Vehicles
Vital timber Legacy
Services
Atlas catalyst Ridge quantum Prime Vertex
Technology
Atlas unison Vector
Owner & Executives
F
FRANCISCO SOSA DEL VALLE
Chief Compliance Officer
- CRD
- --
- Ownership
- 10% but less than 25%
(840) 456-1117
peak.meridian@crestcapital.com
in linkedin.com/in/matrix-meridian
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,194,161 | $211,552 |
| Non-Discretionary | $0 | -- |
| Total | $29,194,161 | $211,552 |
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Separately Managed Accounts
Total SMA Asset: $29,194,161
Public Funds:
58.4% Cash:
41.6% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,159,886,812 | 58.4% |
| Cash | $2,250,878,277 | 41.6% |
| Total | $5,410,765,089 | 100.0% |