BUNKER
Firm details
- Headquarters
- SAN FRANCISCO, California
- CRD number
- 319690
- Registered since
- August 5, 2022
- Custodians
- INTERACTIVE BROKERS LLC, APEX CLEARING CORPORATION
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI67.22%
- Individuals32.78%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Bunker is a limited liability company that registered with the SEC in 2022 and serves individual and family clients with fee-based portfolio management. The firm’s advisory work is focused on managing discretionary portfolios for individuals and small businesses. Fee arrangements include a percentage-of-assets component as well as fixed fees, which suggests flexibility in tailoring pricing to client needs and account types. Bunker does not position itself as an ESG-focused allocator, and it is not registered as a multi-state adviser or a pension consultant. The firm’s regulatory filings classify it outside standard allocator roles and indicate it does not operate as a related adviser or capital allocator. Its stated activity is portfolio management rather than institutional consulting or broad-based fund management.
Assets & Accounts
Public Holdings
Investments & Alternatives
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
Asset composition
- Public Funds/Mutual Funds90%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1FRANCISCO SOSA DEL VALLE
Chief Executive OfficerCRD 4699320
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
SAN FRANCISCO, CA
SAN FRANCISCO
Location
SAN FRANCISCO, CA
Headquartered in SAN FRANCISCO, 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 FRANCISCO
- Address
- 201 Spear St
- Time zone
- PT (UTC-8)
- Office locations
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