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ROOF EIDAM MAYCOCK PERALTA LLC
CRD 106696File 801-53480
APPROVED
Retail clients
Custody
Filing as of Feb 25, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$804.9M
Above cohort median (national)
Discretionary AUM
$804.9M
Clients
296
1,011 accounts
Employees
10
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Dec 19, 1996
- Principal office
- 235 PINE ST., SUITE 1200, SAN FRANCISCO, CA, 94104
- Phone
- 415-788-4600
- Website
- HTTP://WWW.REMPADVISORS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $804.9M
- Discretionary AUM
- $804.9M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 1,011
- Non-discretionary accounts
- 0
- Total accounts
- 1,011
- AUM per client
- $2.7M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $9.8M |
| High net worth individuals | 194 | $743.3M |
| Individuals (other than high net worth individuals) | 102 | $51.8M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 8 | 10 | increased by2 |
| Mar 1, 2026 | Clients | 261 | 296 | increased by35 |
| Mar 1, 2026 | AUM | $727,087,215 | $804,912,358 | increased by$77,825,143 |
| Mar 1, 2026 | Accounts | 949 | 1,011 | increased by62 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 8 | decreased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 316 | 261 | decreased by55 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $705,534,441 | $727,087,215 | increased by$21,552,774 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,016 | 949 | decreased by67 |
| Mar 1, 2022 | Employees | 7 | 9 | increased by2 |
| Mar 1, 2022 | Clients | 276 | 316 | increased by40 |
| Mar 1, 2022 | AUM | $638,575,556 | $705,534,441 | increased by$66,958,885 |
| Mar 1, 2022 | Accounts | 988 | 1,016 | increased by28 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “ROOF EIDAM” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“ROOF EIDAM” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.