Phocas Financial
Finance · California, United States · 11-50 Employees
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Overview
Headquarters
1080 Marina Village Pkwy Ste 520, Alamed...Phone Number
(510) 523-5800Website
www.phocasfinancial.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Mar
Apr
May
Jun
Jul
Aug
ZI Rank
1
1
1
1
1
1
About Phocas Financial
Phocas Financial Corporation, founded in 2005 and based in Alameda, California, is a 100% employee-owned firm specializing in investment strategies such as Small Cap Value, REITs, and Equity Income. The company focuses on generating consistent long-term alpha for investors by investing in inefficient markets and employing a disciplined, research-driven approach. Their services are aimed at clients seeking wealth management solutions that prioritize risk-adjusted returns. The team is committed to delivering investment returns that exceed benchmarks while managing risk effectively.Explore more
Phocas Financial Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
<$5M
11-50
Private
-
1986
JF
Jonathan FairchildExecutive Vice President & Director, Financial Consulting & Business Development Principal
Company Profile Activity
Activity Insights
Phocas Financial is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Phocas Financial is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Phocas Financial.
Phocas Financial financials insights
Gather financial insights about Phocas Financial, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$150K
2021
Debt
$229K
Phocas Financial Tech Stack
A closer look at the technologies used by Phocas Financial
Most Recent Scoops
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Executive Move
Executive Moves, Left Company, Board of Directors
Promotion
Executive Move
Executive Moves, Promotion, Board of Directors
Funding
Phocas Financial has received an SBA PPP loan in the amount of $229,157 from First Republic Bank resulting in the retention of 12 jobs.
Funding
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Frequently Asked Questions Regarding Phocas Financial
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Phocas Financial Corporation, founded in 2005 and based in Alameda, California, is a 100% employee-owned firm specializing in investment strategies such as Small Cap Value, REITs, and Equity Income. The company focuses on generating consistent long-term alpha for investors by investing in inefficient markets and employing a disciplined, research-dr... Read More
