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Managing Partner/co-Member Manager · Citrine Capital

Ryan S. Cole

CRD 6062869 · Named on Form ADV at one SEC-registered adviser

At a glance

Citrine Capital, an SEC-registered wealth manager based in SAN Francisco, CA with $347 million in regulatory assets, lists Ryan S. Cole on its Form ADV as Managing Partner/co-Member Manager, a control person.

Firms and roles

  • Citrine CapitalManaging Partner/co-Member ManagerWealth manager · SAN Francisco, CA · $347M in regulatory assets

AtlasMembers

Ryan’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Jirayr R. KembikianManaging Partner/chief Compliance Officer/co-Member Manager, Citrine Capital

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Ryan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.