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COBURN BARRETT, LLC
CRD 166464 · SEC 801-78173
636 SHRADER, SAN FRANCISCO, CA, 94117, United States
Phone
415-387-1001
Fax
415-397-1027
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$112.7M
Discretionary AUM
$112.7M
Team
4 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Portfolio management (pooled vehicles)
Client types
| Type | Clients | AUM |
|---|---|---|
| Pooled investment vehicles | 1 | $112.7M |
States served
CA, WY
All web addresses on file
Official SEC filing: View on IAPD