Dogpatch Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Dogpatch Wealth provides discretionary investment management and comprehensive wealth-management services to individuals, including high net worth clients, as well as trusts, estates, and private foundations. As of March 2, 2026, the firm reports approximately $69.5 million in discretionary assets across 157 clients and 274 accounts.
The firm develops individualized investment policy statements and implements portfolio strategies that draw from equities, fixed income, mutual funds, ETFs, options and limited partnership interests, and may recommend alternative and private placement investments where suitable. Dogpatch also serves as investment adviser and general partner to a venture capital fund-of-funds that invests in early- to growth-stage venture capital funds and co-investments, a pooled vehicle offered only to accredited investors.
Noteworthy distinctions include the firm’s role as a private fund adviser and general partner to its venture fund-of-funds, with attendant disclosures about J-curve, fund selection, and manager concentration risks, and its documented use of options and other derivative strategies (and potential margin) in separately managed accounts. The brochure also highlights the firm’s small, sole-member structure with recent AUM growth and its participation in institutional services through Charles Schwab, plus occasional trustee roles for client-created trusts, which create additional oversight and conflict considerations.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $20,000,000: 0.60% $20,000,001 - Negotiable: Negotiable
Performance-based allocation (carried interest) charged only at the Fund level for venture capital fund-of-funds; separately managed accounts do not have performance-based fees
Account minimum: $500,000 Minimum fee: $5,000 minimum annual management fee on separately managed accounts, negotiable at Firm's discretion Fee-only: Asset-based fees only; no commissions; fees billed quarterly in arrears based on average daily balance
Main office
2339 3rd Street, #41
San Francisco CA 94107-3137
Advisors at this office
1
Most active in
California
Also doing business as
Dogpatch Capital · Dogpatch Capital LLC · Dogpatch Wealth
Disclosures
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Lawyer
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Other specialized services
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Forms ADV
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