SIDEPOCKET INC
DBA: SIDEPOCKET INCORPORATED
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $915K |
| Discretionary | $915K100% of AUM |
| Client Accounts | 60 |
| Avg Account Size | $15K |
| Employees | 16 |
| Peak AUM | $915KMar 2026 |
AUM by Client Type
Total AUM
$914,547
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $914,547 | +85.8% | +91.4% | — | |
| Discretionary AUM | $914,547 | ||||
Key Metrics
| Total AUM | $914,547 |
| Discretionary | $914,547 |
| Employees | 16 |
| Client Accounts | 60 |
Contact & Location
Address
1 SANSOME STREET
SAN FRANCISCO CA 94104
Phone
800-490-2188
Filing History
12 ADV Part 1 submissions
Fee Structure
% of AUMFixed Fees
Advisory Services
Portfolio Mgmt (Individuals)
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$914,547
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Non-US Client AUM
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Structure
No related registrations reported