Bofcal Asset Management Inc.
CRD 166828SEC# 801-77801Menlo Park, CA
No longer SEC-registered. Bofcal Asset Management Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$797.6M
Employees
5
Accounts
28
Location
Menlo Park, CA
Bofcal Asset Management Inc. assets under management
Bofcal Asset Management Inc. is an SEC-registered investment adviser based in Menlo Park, CA. It reports $797.6 million in regulatory assets under management and employs 5 people.
Bofcal Asset Management Inc. owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Banc of California Control | Owner | Over 75% | 2023 |
| Jose V. Sarmenta Control | Chief Compliance Officer | Under 5% | 2024 |
| Justin Farzad Coleman | Member, Board Of Directors | Under 5% | 2024 |
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Join to unlock · $37/moFrequently asked questions
How much does Bofcal Asset Management Inc. manage?
Bofcal Asset Management Inc. reports $797.6 million in regulatory assets under management on its Form ADV.
How many employees does Bofcal Asset Management Inc. have?
Bofcal Asset Management Inc. reports 5 employees.
Where is Bofcal Asset Management Inc. located?
Bofcal Asset Management Inc. is based in Menlo Park, CA.
Does Bofcal Asset Management Inc. disclose fund performance?
Bofcal Asset Management Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2420 Sand Hill Road, Suite 100, Menlo Park, CA 94025 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$797.6MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 38%
Larger than 62% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$797.6Mregulatory AUM
Discretionary $797.6M