Dogpatch Wealth
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$69,539,299
Clients
157
42% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
157
Very HighAverage account size
$442,925
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
Portfolio management
Expertise
Private / alternative investments
Options & derivatives strategies
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 location
Dogpatch Wealth
555 20 Th Street, Suite 2
San Francisco CA 94107, United States
Number of offices
1
Most active in
Dogpatch Wealth has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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