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CITRINE CAPITAL
Legal name: CITRINE CAPITAL, LLC
CRD 171735File 801-120487
APPROVED
Retail clients
Custody
Filing as of Mar 16, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$346.7M
Below cohort median (national)
Discretionary AUM
$346.7M
Clients
141
640 accounts
Employees
8
Below cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Mar 11, 2021
- Principal office
- 535 MISSION ST, 14TH FLOOR, SAN FRANCISCO, CA, 94105
- Phone
- (415) 494-8262
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $346.7M
- Discretionary AUM
- $346.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 640
- Non-discretionary accounts
- 0
- Total accounts
- 640
- AUM per client
- $2.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 75 | $314.7M |
| Individuals (other than high net worth individuals) | 66 | $32.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Other (described) — A PERCENTAGE OF NET WORTH
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- 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
- Yes
- 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 |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 7 | 8 | increased by1 |
| Apr 1, 2026 | Clients | 127 | 141 | increased by14 |
| Apr 1, 2026 | AUM | $278,080,086 | $346,706,774 | increased by$68,626,688 |
| Apr 1, 2026 | Accounts | 580 | 640 | increased by60 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 5 | 7 | increased by2 |
| May 1, 2025 vs Oct 1, 2022 | Custody | No | Yes | |
| May 1, 2025 vs Oct 1, 2022 | Clients | 150 | 127 | decreased by23 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $192,310,021 | $278,080,086 | increased by$85,770,065 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 537 | 580 | increased by43 |
| Apr 1, 2022 | Clients | 114 | 150 | increased by36 |
| Apr 1, 2022 | AUM | $109,022,110 | $192,310,021 | increased by$83,287,911 |
| Apr 1, 2022 | Accounts | 233 | 537 | increased by304 |
| 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 “CITRINE CAPITAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“CITRINE CAPITAL” 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.