Vii Peaks Kbr Bdc Advisor Ii, LLC (San Francisco)

Vii Peaks Kbr Bdc Advisor Ii, LLC is an adviser based in San Francisco. It manages $13.08 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2012.

Vii Peaks Kbr Bdc Advisor Ii provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Vii Peaks Kbr Bdc Advisor Ii: assets under management

The assets under management (AUM) of Vii Peaks Kbr Bdc Advisor Ii, LLC is $13.08 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 133% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $13.08 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $13.08 million each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Vii Peaks Kbr Bdc Advisor Ii, 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.

Careers at Vii Peaks Kbr Bdc Advisor Ii, LLC

Robert Lawson Tuleya joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Llc Vii Peaks Kbr	Managing member	1 Aug 2011	75% - 100%	45-0975027
Gurpreet Singh Chandhoke	Chief executive officer	1 Jan 2012	Other	4999369
Gerard Nmn Scarpati	Chief compliance officer	1 Jan 2012	Other	2313132
Joseph Martin Doncheski	Chief financial officer, chief operating officer	1 Jan 2012	Other	1994075
Stephen Fitzgerald Shea	Investment committee member	1 Jan 2012	Other	3274649
Gerard Scarpati	Chief compliance officer	1 Jan 2012	Other	2313132
Bhavin B Shah	Investment committee member	1 Aug 2012	Other	2901012
Gino Emedio Malaspina	Chief compliance officer	1 Mar 2013	Other	6052662
Robert Lawson Tuleya	Chief compliance officer	1 Mar 2112	Other	5648666

Indirect Owners

The SEC currently registers 6 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Gurpreet Singh Chandhoke	Managing partner	1 Apr 2009	25% - 50%	4999369
Stephen Fitzgerald Shea	Managing member	1 Aug 2009	25% - 50%	3274649
Vii Peaks Capital Llc	Managing member	1 Mar 2011	50% - 75%	153825
Llc Kbr Capital Advisors	Managing member	1 Mar 2011	50% - 75%	43-3156892
Inc. Kbr Capital Partners	Managing member	1 Sep 2011	75% - 100%	43-3156892
Vinay Nmn Kumar	Managing partner	1 Sep 2011	75% - 100%	5820944

Based in San Francisco

The principal office where Vii Peaks Kbr Bdc Advisor Ii, LLC performs its advisory services is located at 100 Pine Street, 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 415-983-0127 or by fax 415-520-6568. The normal business hours are 8 am - 5 pm on Monday - Friday.