Divisar Capital Management, LLC (San Francisco)

Divisar Capital Management, LLC is a large advisory firm based in San Francisco. It manages $663.85 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdiction of California.

Divisar Capital Management provides portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Divisar Capital Management: assets under management

The assets under management (AUM) of Divisar Capital Management, LLC is $663.85 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 282% since the beginning of its operation, and $104.82 million of the total AUM is attributable to clients outside of the United States.

The firm manages $663.85 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $221.28 million each.

Divisar Capital Management has custody of $358.28 million in cash and securities for 3 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Divisar Capital Management, LLC for their services and products based on a percentage of assets under management and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Divisar Capital Management serves?

The only and largest group of clients of Divisar Capital Management is pooled investment vehicles with 3 clients and $663.85 million of assets under management. Among the 5 most similar advisory firms, Divisar Capital Management has the 2nd highest percentage of pooled investment vehicles out of all clients.

The amount of regulatory assets under management is $663.85 million for 3 clients. 33% of the firm’s clients are foreign persons or businesses.

Divisar Capital Management also advises several private funds. Namely, three hedge funds. The minimum investment commitment required of non-related persons is $500,000 for each fund.

Careers at Divisar Capital Management, LLC

The company employs 3 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Steven Richard Baughman	Managing member, chief compliance officer	1 Nov 2008	75% - 100%	5234219

Based in San Francisco

The principal office where Divisar Capital Management, LLC performs its advisory services is located at 275 Sacramento Street, 8 Th Floor, San Francisco, CA 94111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number (415) 418-2201. The normal business hours are 7:00 a.m. - 4:00 p.m. on Monday - Friday.