Igor Boris Lotsvin

Employer firm

Sage Rhino Capital LLC CRD 290148

$884M regulatory AUM 1 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2009 → 12/2017
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Menlo Park, CA
• 06/2012 → 12/2017
  Bank Of America, N.A.
  Menlo Park, CA
• 12/2017 → Present
  Sage Rhino Capital, Llc
  Menlo Park, CA

Previous Registrations

• 2009-11-25 → 2018-01-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Palo Alto, CA
• 2007-07-11 → 2009-12-09
  Soma Asset Management Llc
  San Francisco, CA

Other Businesses

Tax Machine Inc. Non-Investment Related. 1300 El Camino Real, Suite 100, Menlo Park, CA 94025. Tax Business. Advisor. 10/31/2025. Less than 4 hours per month. 0 during securities trading hours. Provide advice related to company's business.

Exams

• S66 Uniform Combined State Law Examination
  2010-01-23

Designations

• Chartered Financial Analyst

Other Names

• Igor Boris Lotsvin
• Igor Boris Lotsvin
• Igor Lotsvin
• Igor B Lotsvin