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CITRINE CAPITAL

SAN FRANCISCO, CA · CRD 171735 · IAPD ↗ · citrinecapitaladvisors.com · (415) 494-8262

$346.7MRegulatory AUM
6Advisory reps
8Employees
0Clients
101-250Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
April 2025 — CITRINE CAPITAL notice-filed in IL, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
66
April 2025 — CITRINE CAPITAL reported RAUM up 43% ($194.6M -> $278.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
73
April 2025 — CITRINE CAPITAL reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
50
February 2024 — CITRINE CAPITAL added office(s): 4 -> 5 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.