Sponsor portfolio
POTRERO CAPITAL RESEARCH LLC
EIN 43-2002073investment managementLatest filing 2025
Plans
1
Retirement
1
$399K assets
Welfare
0
Participants
4
235 MONTGOMERY ST STE 1010 - SAN FRANCISCO, CA 941043003415-576-1104LinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | POTRERO CAPITAL RESEARCH LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $399K | 4 | 2025 |
Retirement plans