USCF ADVISERS

RIASEC RegisteredEst. 2014
Total AUM
$715M
Discretionary
$715M
100% of AUM
Avg account
$47.7M
Accounts
15
Employees
14
Advisory reps
6

Firm details

Headquarters
WALNUT CREEK, California
CRD number
171962
Registered since
July 1, 2014
Fee structure
Percentage of AUM
Client types
  • Investment Companies100%
Services
Portfolio Management for Investment Companies

Firm profile

FINTRX

Overview

Uscf Advisers is an LLC that registered with the SEC in 2014 and positions itself as an adviser to institutional clients. The firm charges fees as a percentage of assets under management and lists commodity pool operator/commodity trading advisor (CPO/CTA) activities alongside portfolio management for investment companies. It also serves as sponsor, general partner or managing member of pooled investment vehicles rather than acting primarily as a capital allocator. Uscf Advisers does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Owners & executives

3 of 5
  • ANDREW NGIM

    Principal and Chief Operating OfficerCRD 1423275

  • STUART CRUMBAUGH

    Chief Financial OfficerCRD 6506611

  • JOHN LOVE

    President & Chief Executive OfficerCRD 4751135

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Contacts

1 of 1
  • Daphne Frydman

    General CounselCRD 7073220

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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ETF holdings

1 of 1

Active vs passive

$177K in ETFs

Passive

100%

$177K

Active

0%

$0

ETFProviderStyleCategoryValueShares% of portfolio
PROSHARES ULTRA BITCOIN ETF (BITU)ProSharesPassiveDigital Assets$177K15,200100.00%

Location

Primary office

WALNUT CREEK, CA

CONTRA COSTA

Location

WALNUT CREEK, CA

Headquartered in WALNUT CREEK, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
CONTRA COSTA
Address
1850 Mt Diablo Blvd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth