Annatto LLC
Firm details
- Headquarters
- Half Moon Bay, California
- CRD number
- 339068
- Registered since
- July 30, 2026
Firm profile
FINTRXOverview
Annatto LLC is organized as a limited liability company and is recorded as an SEC-registered adviser with a 2026 registration year. Public summary fields identify ownership as a mix of a domestic entity and an individual and list the firm’s regulatory classification as unclassified. The firm is not designated as a capital allocator, is not flagged as an active ESG investor, and is not identified as a multi-state adviser, pension consultant, or related adviser based on the dataset provided. The snapshot contains minimal operational detail: business activities, advisory services, client types and fee arrangements are not disclosed in the supplied record. There are no entries in the dataset for industry awards, affiliations, or stated investment preferences.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Charles Christofilis
Chief Compliance OfficerCRD 1518196
Contacts
2 of 2Menachem Shalom
CRD 7839833

Joel Kleiner
FinOpCRD 7450898
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Half Moon Bay, CA
San Mateo
Location
Half Moon Bay, CA
Headquartered in Half Moon Bay, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- San Mateo
- Address
- 80 Stone Pine Rd
- Time zone
- PT (UTC-8)
- Office locations
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