Neumann Capital Management, LLC
● SEC registered since 1992CRD 112182SEC# 801-41001Foster City, CA
Reg. AUM
$630.3M
Employees
4
Accounts
609
Location
Foster City, CA
Neumann Capital Management, LLC assets under management
Neumann Capital Management, LLC operates as an SEC-registered investment adviser based in Foster City, CA. The firm has been registered since 1992. It reports $630.3 million in regulatory assets under management and employs 4 people.
Neumann Capital Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Caroline Amanda Connor Gorham Control | Partner & Chief Compliance Officer | 25-50% | 2021 |
| Daniel Gerald Platt Control | Partner | 25-50% | 2021 |
| Ekaterina Dimitrova Atanassov Control | Partner | 25-50% | 2021 |
Frequently asked questions
How much does Neumann Capital Management, LLC manage?
Neumann Capital Management, LLC reports $630.3 million in regulatory assets under management on its Form ADV.
How many employees does Neumann Capital Management, LLC have?
Neumann Capital Management, LLC reports 4 employees.
Where is Neumann Capital Management, LLC located?
Neumann Capital Management, LLC is based in Foster City, CA and has been SEC-registered since 1992.
Does Neumann Capital Management, LLC disclose fund performance?
Neumann Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 303 Vintage Park Drive, Suite 100, Foster City, CA 94404-1167 |
| Phone | 650-548-9200 |
| Fax | 650-548-9209 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| CIK | 1631930 |
| Discloses disciplinary history | No |
Regulatory AUM
$630.3M▲ 11%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 42%
Larger than 58% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$630.3Mregulatory AUM
Discretionary $630.3M