The PHOCAS FINANCIAL CORPORATION is a privately held investment adviser that advises $682.71mn in regulatory assets under management held in 0 SEC fund types across 0 investment strategies. PHOCAS FINANCIAL CORPORATION is a SMA An SMA manager is a manager whose >=75% of total assets under management are in separately managed accounts, which are discretionary client-specific accounts rather than pooled vehicles. Manager. Assets decreased by 8.17% over the last 5-years.
The Group has been registered with the SEC for 21.18 years and is comprised of 1 filing and 0 relying advisers. They operate out of 1 office location with their Headquarters at 1080 MARINA VILLAGE PARKWAY SUITE 520, ALAMEDA, CALIFORNIA. The Group has not been subject to regulatory enforcement actions. They are regulated by 1 US and Non-US bodies.
They have 10 employees comprised of 5 investment and 5 non-investment staff. The total number of Employees decreased by 16.67% over the last 5-years.
Their $682.71mn in assets advised are owned by 0 private funds, 0 public funds and BDCs and 13 other accounts. Assets of Government Entities and Pension Plans clients own $613.48mn or 89.86% of Total Assets and Individuals own $57.25mn or 8.39% of Total Assets.
The Group's top investment strategies include , representing of total assets, respectively.
They advise 5 types of clients, top clients are Government Entities and Pension Plans and Individuals.
The Group uses 0 Fund Administrators, 0 Fund Auditors, 0 Prime Brokers, 0 Custodians and 0 Marketers. It does not report a third-party Fund Administrator in 0 private funds with $0 in assets.
The Group discloses management fees.
PHOCAS FINANCIAL CORPORATION names 0 sub-advisers to 0 different funds advised by the group. The Group has been named as the sub-adviser to 0 funds.