Annatto LLC
Firm details
- Headquarters
- Half Moon Bay, California
- CRD number
- 339068
- Registered since
- July 30, 2026
Firm profile
FINTRXOverview
Annatto LLC is recorded as a limited liability company with ownership tied to a domestic entity and an individual. FINTRX classifies the firm as "Unclassified" and does not list it as a capital allocator or an active ESG investor. Fields for fee structure, advisory activities, business activities, and client base are blank in the available data, and the firm has not provided narratives about its investment focus, manager allocation preferences, or affiliations. The database also flags the organization as not operating as a multi-state adviser, not a pension consultant, and not a related adviser. Those attributes, combined with the lack of disclosed business or advisory details, indicate a limited public footprint in the dataset rather than a clear picture of service offerings or investment strategy.
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
2 of 2
Charles Christofilis
CEO and CCOCRD 1518196
Menachem Shalom
CEOCRD 7839833
Contacts
1 of 1
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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