$8.1B Total AUM
$8.1B Disc. AUM
54.8% 3Y CAGR
6 Employees
862,471 ADV. Clients
11 yrs Firm Age
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- Custodian
- Matrix Trust
- Clients
- Retail and Institutional
- Platforms
- NorthTimber atlas +more
- Established Date
- 06-25-2015
- Office Locations
- 1
Office Locations
655 Montgomery St. Suite 1800 SAN Francisco CA
About Human Interest Advisors LLC
Human Interest Advisors LLC is a SAN Francisco-based RIA. The firm has been operating for 11 years. Managing $8.1B in total assets under management, with 2 advisory representatives. They custody assets with Matrix Trust. Services offered include Insurance, Life Insurance, Portfolio Construction.
Team overview
34 AVG AGE
$4.1B AVG AUM / ADVISOR
$9.4K AVG AUM / CLIENT
2.2 yrs AVG TENURE
6 Employees
2 Advisory Reps
2 RIA Reps
11yrs Firm Age
Insights
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Asset Classes
Element Signal meridian Delta prime Pathway pathway North
Client Personas
Value Wave
CRM
Ember zenith Meridian
Custodian
Crest prime Meridian Eagle legacy Vertex oak Harbor eagle Radial horizon North harbor Horizon Harbor meridian Optima catalyst Summit Meridian matrix Frontier
Fund Managers
Peak Zenith
Investment Themes
Zenith Meridian alpha North fusion Ember
Investment Vehicles
Pathway matrix Zenith
Platform
Zenith
Services
Harbor Frontier vital North frontier Element atlas Unison
Technology
Pioneer crest Catalyst insight Vertex ember Ridge Harbor Optima
Owner & Executives
R
RICHARD BINFORD ARNEY
DIRECTOR
- CRD
- --
- Ownership
- Less than 5%
(396) 554-2626
catalyst.glacier@deltacapital.com
in linkedin.com/in/catalyst-focus
K
KRISTIN LOUISE BURNETT
Chief Compliance Officer
- CRD
- #2702134
- Ownership
- Less than 5%
(238) 217-2406
peak.peak@fusioncapital.com
in linkedin.com/in/peak-vital
T
Timber oak
Unison north beacon
- CRD
- #18073
- Ownership
- 24.0%
(655) 699-4503
zenith.meridian@ridgecapital.com
in linkedin.com/in/value-value
Showing 2 of 5 owners & executives
Unlock allContacts
RONNIE David COX
Advisor
- CRD
- #5859050
(632) 920-7403
foundation.vital@harborcapital.com
in linkedin.com/in/insight-summit
Adam Khalek
--
- CRD
- #7301785
(357) 721-5079
foundation.momentum@elementcapital.com
in linkedin.com/in/ember-eagle
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $8,104,649,569 | $10,636 |
| Non-Discretionary | $0 | -- |
| Total | $8,104,649,569 | $10,636 |
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Separately Managed Accounts
Total SMA Asset: $8,104,649,569
Public Funds:
29.2% Other:
51.4% Cash:
19.4% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,802,747,405 | 29.2% |
| Other | $3,173,329,336 | 51.4% |
| Cash | $1,197,715,741 | 19.4% |
| Total | $6,173,792,482 | 100.0% |