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
Jan
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ZI Rank
1
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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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Phocas Financial is experiencing very low activity levels compared to other companies in the Finance sector.
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Phocas Financial financials insights
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2020
Debt
$150K
2021
Debt
$229K
Phocas Financial Tech Stack
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Most Recent Scoops
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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
Phocas Financial News & Media
Phocas Financial Issues First Quarter Investment Outlook for REIT Market
ALAMEDA, Calif., Dec. 16, 2021 /PRNewswire/ -- Phocas Financial Corporation ("Phocas"), an employee-owned registered investment adviser specializing in equity REIT and small-cap value equity investing, today issued its Q1 2022 REIT investment outlook and commentary. Phocas Financial...Foreman named president at Phocas Financial - Alternatives Watch
Phocas Financial, an employee-owned asset management firm that combines small-cap investing with REITs, named Yolanda Foreman its new president.Phocas Financial Names Yolanda Foreman President | State | ttownmedia.com
ALAMEDA, Calif., Oct. 5, 2021 /PRNewswire/ -- Phocas Financial ("Phocas"), an employee-owned asset management firm specializing in REIT and small-cap value investing, today announced that Yolanda Foreman, 46, has beenPhocas Financial Names Yolanda Foreman President - PR Newswire
/PRNewswire/ -- Phocas Financial ("Phocas"), an employee-owned asset management firm specializing in REIT and small-cap value investing, today announced that...
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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
