RIA Intel›Advisers›California›TONY TADASHI PICO

TONY TADASHI PICO

Advisory

OAKLAND, CA

Data as of Mar 31, 2026 · Source: SEC Form ADV

Rank in CA

#4,616

of 5,480 advisers by AUM

Average account

$523K

across 21 accounts

AUM per adviser

$11M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 31, 2026.

Total AUM

$11M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$11M

Discretionary AUM$0

Non-Discretionary AUM$11M

Discretionary %0%

Total Clients21

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureSole Proprietorship

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

21 clients

6 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.

STRASBURG ASSET MANAGEMENT COMPANY LLC

$11M

PRIMARIUS CAPITAL LLC

$11M

BAOCHUAN CAPITAL MANAGEMENT, LLC

WALNUT CREEK, CA

$11M

RODEL CORRIENTE (SY)LLC

$11M

PRESIDIO CAPITAL INVESTMENTS, LLC

$11M

SERENE GROWTH PARTNERS LLC

$11M

Get the full picture on TONY TADASHI PICO

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

Create a free account →See plans