Annatto LLC
Firm details
- Headquarters
- Half Moon Bay, California
- CRD number
- 339068
- Registered since
- July 30, 2026
Firm profile
FINTRXOverview
Annatto LLC is registered with the SEC as a limited liability company; its SEC registration year is listed as 2026. The firm is recorded as having an owner structure described as a domestic entity and an individual, and the dataset classifies the adviser as "Unclassified." The record explicitly notes that Annatto LLC is not a capital allocator, not an active ESG investor, not a multi-state adviser, not a pension consultant, not a related adviser, and not flagged as a newly formed adviser.
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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