M
CRD: 120651
Mathematica Capital Management, LLC
Sausalito, CA, 94965
4153324054
$12.6M Total AUM
$12.6M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
23 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-2002
- Office Locations
- 1
Office Locations
75 Gate 5 Road Sausalito CA
About Mathematica Capital Management, LLC
Mathematica Capital Management, LLC is a Sausalito-based RIA. The firm has been operating for 23 years. Managing $12.6M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Interactive Brokers. Services offered include Portfolio Construction.
Team overview
-- AVG AGE
$12.6M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
24 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Alpha
Client Personas
Matrix timber
Investment Themes
Radial
Investment Vehicles
Radial alpha
Services
Zenith
Owner & Executives
S
SHAHRAM TAJBACK
Managing Member
- CRD
- #4441479
- Ownership
- 75% or more
(494) 862-1682
vector.catalyst@quantumcapital.com
in linkedin.com/in/harbor-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $12,596,937 | -- |
| Non-Discretionary | $0 | -- |
| Total | $12,596,937 | -- |
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Separately Managed Accounts
Total SMA Asset: $9,896,059
Cash:
37.2% Public Funds:
25.1% Equity - Exchange:
37.7% | Asset class | Assets | Assets % |
|---|---|---|
| Cash | $270,420,912 | 37.2% |
| Public Funds | $182,461,422 | 25.1% |
| Equity - Exchange | $274,055,601 | 37.7% |
| Total | $726,937,935 | 100.0% |