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75 Gate 5 Rd, Sausalito, CA 94965 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ai Funds Inc. | San Francisco | CA | 05/2018 | Present |
| Clicktale | San Francisco | CA | 01/2006 | 08/2018 |
| Actualize Capital | San Francisco | CA | 08/2018 | Present |
Actualize Capital, LLC. Investment related. 953 VENTURA AVENUE ALBANY, California 94707. Investment Manager for Pooled Investment Vehicle. Portfolio Manager. Managing member. 03/2019. 20 hours per month. 20 Hours during securities trading hours. Responsible for the selection of investments made by pooled investment vehicle.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-03 |
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