Cerebellum Gp, LLC (San Francisco)
Cerebellum Gp, LLC is a large advisory firm based in San Francisco. It manages $229.01 million of regulatory assets for 2 client accounts. It has been registered with the SEC as an adviser since 2012 and has operated in the jurisdiction of California.
Cerebellum Gp provides portfolio management for individuals and small businesses and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
Cerebellum Gp: assets under management
The assets under management (AUM) of Cerebellum Gp, LLC is $229.01 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 36% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
Investments
The firm invests in exchange traded securities the most. They account for 100% of the total AUM.Fees & Commissions
The advisory firm has several streams of revenue. Clients pay Cerebellum Gp, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
What kind of clients Eric Teller serves?
The firm provides services to high net worth individuals and pooled investment vehicles. The largest group of clients of Eric Teller is pooled investment vehicles with 2 clients and $203.37 million of assets under management. Among the 10 most similar advisory firms, Cerebellum Gp has the 2nd highest percentage of pooled investment vehicles out of all clients.
The amount of regulatory assets under management is $229.01 million for 3 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Cerebellum Gp also advises several private funds. Namely, one hedge fund. The minimum investment commitment required of non-related persons is $500,000 for each fund.
Careers at Cerebellum Gp, LLC
The company employs 9 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. 4 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Eric Teller has been acting as President since 1 Apr 2008. Llc Myriad Partners joined the executive team most recently as the Owner.
Direct owners and executive officers
Indirect Owners
The SEC currently registers 3 indirect owners.Based in San Francisco
The principal office where Cerebellum Gp, LLC performs its advisory services is located at 425 California Street, San Francisco, CA 94104, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-963-4401 or by fax 415-963-4328. The normal business hours are 5:30 a.m. - 4:30 p.m. on Monday - Friday. You can find more information about the New York firm at cerebellumcapital.com.
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