Sidepocket Incorporated - Investment Advisers

About Sidepocket Incorporated

Sidepocket Incorporated, legally Sidepocket Inc, is an investment adviser headquartered in San Francisco, California. The firm reports regulatory assets under management of about $914.55 thousand and 16 employees. It describes itself as an SEC-registered investment adviser operating as a fiduciary, and it is one of the investment advisers in California in this directory. The firm's main offering is a managed retirement account for self-employed people, called the Tactical IRA. The service combines account types such as SEP IRAs, Solo 401(k)s, Traditional IRAs and Roth IRAs, and it calculates a contribution limit each month based on the client's income. Clients connect their bank accounts through a third-party data service, and the firm invests the contributions on their behalf. The firm also mentions crypto holdings within a retirement account and says that some features, including Backdoor Roth conversions, are coming soon. Sidepocket is listed alongside other firms in the directory of US investment advisers. Its descriptions note that results depend on income, tax situation and contribution amount, that investment returns and principal value will fluctuate, and that past performance does not predict future results.

Key Facts

Assets Under Management

$914.55K

Employees

16

SEC File Number

801-120228