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1SHARPE CAPITAL LLC

SAN FRANCISCO, CA · CRD 285866 · IAPD ↗ · 510-788-5000

$2.70BRegulatory AUM
15Advisory reps
21Employees
0Clients
0Planning clients
4Private funds
1States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

50
April 2026 — 1SHARPE CAPITAL LLC reported RAUM up 28% ($2.10B -> $2.70B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
35
April 2025 — 1SHARPE CAPITAL LLC moved its main office from PIEDMONT, CA to SAN FRANCISCO, CA.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
40
April 2025 — 1SHARPE CAPITAL LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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