Philip y Li
● SEC registered since 2023CRD 322864SEC# 801-127382San Francisco, CA
Reg. AUM
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Employees
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Accounts
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Location
San Francisco, CA
Philip y Li assets under management
Philip y Li is an SEC-registered investment adviser based in San Francisco, CA. The firm has been registered since 2023.
Philip y Li owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Philip Y Li Control | Owner, Ceo, Cfo, Coo, Clo, Cco | Over 75% | 2022 |
Frequently asked questions
Where is Philip y Li located?
Philip y Li is based in San Francisco, CA and has been SEC-registered since 2023.
Does Philip y Li disclose fund performance?
Philip y Li is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 584 Castro St, #2512, San Francisco, CA 94114-2512 |
| Phone | 510-325-9439 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |