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Citrine Capital, LLC

EST. AUM
$346,706,774

CONTACTS

CLIENT ACCOUNTS
640

Firm Details

Metro area San Francisco
CRD Number 171735
Website citrinecapitaladvisors.com
Client types

Overview

Citrine Capital, LLC is a San Francisco–based independent, fee-only registered investment adviser specializing in wealth management for startup founders, technology professionals, and entrepreneurs. Operating under a fiduciary standard, the firm provides comprehensive financial planning, 10b5-1 trading plan coordination, and discretionary portfolio management. Its investment philosophy is evidence-based, grounded in academic research and Modern Portfolio Theory, emphasizing low-cost, tax-efficient, and globally diversified portfolios. The firm also integrates ESG investing as a core component and offers specialized guidance on concentrated equity positions and digital assets such as Bitcoin.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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