Sidepocket Inc
● SEC registered since 2020CRD 312031SEC# 801-120228San Francisco, CA
Reg. AUM
$915K
Employees
16
Accounts
60
Location
San Francisco, CA
Sidepocket Inc assets under management
Sidepocket Inc is a registered investment adviser overseen by the SEC based in San Francisco, CA. The firm has been registered since 2020. It reports $914,547 in regulatory assets under management and employs 16 people.
Sidepocket Inc owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alex Morgan McQuown Control | Chief Product Officer | 10-25% | 2020 |
| Daniel Przemyslaw Idzkowski Control | Chief Executive Officer | 25-50% | 2020 |
| Paul M Mallory | Chief Compliance Officer | Under 5% | 2022 |
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Join to unlock · $37/moFrequently asked questions
How much does Sidepocket Inc manage?
Sidepocket Inc reports $914,547 in regulatory assets under management on its Form ADV.
How many employees does Sidepocket Inc have?
Sidepocket Inc reports 16 employees.
Where is Sidepocket Inc located?
Sidepocket Inc is based in San Francisco, CA and has been SEC-registered since 2020.
Does Sidepocket Inc disclose fund performance?
Sidepocket Inc is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1 Sansome Street, Suite 3500, San Francisco, CA 94104 |
| Phone | 800-490-2188 |
| Office hours | 9:00 a.m. Pst - 5:00 p.m. Pst |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$915K▲ 86%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$915Kregulatory AUM
Discretionary $915K