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Llenroc Capital LLC (San Rafael)


Llenroc Capital LLC is a large advisory firm based in San Rafael. It manages $208.38 million of regulatory assets for 103 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of California and Texas.

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Llenroc Capital provides portfolio management for individuals and small businesses and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Llenroc Capital: assets under management

The assets under management (AUM) of Llenroc Capital LLC is $208.38 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 644% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $208.38 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $2.02 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Llenroc Capital LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in San Rafael

The principal office where Llenroc Capital LLC performs its advisory services is located at 781 Lincoln Avenue, San Rafael, CA 94901, 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 415-785-3670 or by fax 415-785-3675. The normal business hours are 6:30 am - 4:30 pm on Monday - Friday. You can find more information about the New York firm at www.llenroccap.com.


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