Unclaimed
Adam Bristol is an investment advisor representative with Aquilo Capital Management, LLC in San Francisco, California. Adam has been in the industry since 2010 and is registered with the state of California. Adam has passed the Uniform Investment Adviser Law Examination, the Uniform Securities Agent State Law Examination, and the Investment Banking Registered Representative Examination. Prior to joining Aquilo Capital Management, LLC, Adam worked at Aquilo Partners, L.P. Adam is also a licensed securities agent for Aquilo Partners, L.P. Adam has experience in the financial services industry and is qualified to provide investment advice to individuals and institutions. Adam has also been involved in the formation of a privately managed fund.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Performance-based profit allocations
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2
CA
06/29/2010 - Present
Aquilo Capital Management, LLC (SAN FRANCISCO CA)
CA
03/25/2010 - 10/04/2010
AQUILO PARTNERS, L.P. (SAN FRANCISCO CA)
IA
Issued 06/23/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/29/2010
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 03/23/2010
Series 79 - Investment Banking Registered Representative Examination
Active
Inactive
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