RIA Intel›Advisers›California›FIDERE, INC.

FIDERE, INC.

Advisory

SAN FRANCISCO, CA

Data as of Aug 26, 2026 · Source: SEC Form ADV

Rank in CA

#4,607

of 5,480 advisers by AUM

Average account

$612K

across 18 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 26, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$10M

Non-Discretionary AUM$625K

Discretionary %94.3%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

5 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

CAPITAL MANAGEMENT INVESTMENT GROUP

$11M

RODEL CORRIENTE (SY)LLC

$11M

BAOCHUAN CAPITAL MANAGEMENT, LLC

WALNUT CREEK, CA

$11M

PRESIDIO CAPITAL INVESTMENTS, LLC

$11M

PRIMARIUS CAPITAL LLC

$11M

RONALD ALAN LEDERKRAMER

$11M

Get the full picture on FIDERE, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FIDERE, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans