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RIA / WealthRegistered adviserformer SEC advisernot on rosterRAUM 100m 1b

MOTIF CAPITAL MANAGEMENT, INC.

CRD 277051

SAN MATEO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:caaba4df-94a2-5be0-dc7e-5e6b02fa7a5d

Data as of Mar 27, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 5
On other graphs: 0
Observed: Jul 23, 2015 to Mar 27, 2020
14 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $869MItem 5.F on the latest filing (2020-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $18.2M
Private client RAUM: $18.2MderivedItem 5.D individuals plus high net worth individuals
Private client share: 2%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 0
Employees: 7
Advisory employees: 6
Offices: 1Schedule D 1.F, beyond the principal office
Accounts: 184
SEC number: 801-105472
CRD: 277051
Filings on the tape: 14
First filed: Jul 23, 2015
Latest filed: Mar 27, 2020
Organised: Corporation, Delaware

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
MOTIF INVESTING, INC.	Owner	E	yes	06/2015	Jul 23, 2015	Mar 27, 2020
SALVADOR, ROBERT, JOSEPH	CHIEF COMPLIANCE OFFICER	Na	yes	07/2015	Jul 23, 2015	Mar 27, 2020
WALIA, HARDEEP, SINGH	CHIEF EXECUTIVE OFFICER	Na	yes	07/2015	Jul 23, 2015	Mar 27, 2020
BALDERTON CAPITAL	Owner	F	no	04/2014	Aug 14, 2015	Mar 27, 2020
DANIEL V. TIERNEY 2011 TRUST	Owner	F	no	06/2014	Aug 14, 2015	Mar 27, 2020
FOUNDATION CAPITAL VI LP	Owner	F	no	09/2010	Aug 14, 2015	Mar 27, 2020
IGNITION MANAGING DIRECTORS	Owner	F	no	07/2011	Aug 14, 2015	Mar 27, 2020
IGNITION VENTURE PARTNERS IV,	Owner	F	no	07/2011	Aug 14, 2015	Mar 27, 2020
MOTIF INVESTING, INC.(FORMERLY FUNDDNA, INC.) EQUITY INCENTIVE PLAN	Owner	F	no	09/2010	Aug 14, 2015	Mar 27, 2020
NORWEST VENTURE PARTNERS XI	Owner	F	no	09/2010	Aug 14, 2015	Mar 27, 2020
RENREN LIANHE HOLDINGS	Owner	F	no	01/2015	Aug 14, 2015	Mar 27, 2020

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
MOTIF INVESTING, INC.	n/a	n/a	n/a	Y	no	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
RANCHO CORDOVA	CA	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2019	Mar 27, 2020	$869M	$18.2M	7	6	1	n/a	n/a
2018	Mar 26, 2019	$530M	$14.9M	7	6	2	n/a	n/a
2017	Mar 27, 2018	$362M	$5.6M	11	10	1	n/a	n/a
2016	Mar 16, 2017	$176M	$0	9	6	n/a	n/a	n/a
2015	Mar 18, 2016	$119M	$0	11	6	n/a	n/a	n/a

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2019	$869M	$530M	63.9%	$176M	70.2%	7	7	1	2

Relationships

Controls (3)

← MOTIF INVESTING, INC.OwnerOWNER, ownership code E, domestic entity
Jul 23, 2015 to presentfactForm ADV
← SALVADOR, ROBERT, JOSEPHOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 23, 2015 to presentfactForm ADV
← WALIA, HARDEEP, SINGHOwnerCHIEF EXECUTIVE OFFICER, ownership code NA, individual
Jul 23, 2015 to presentfactForm ADV

Owns (8)

← BALDERTON CAPITALOwnerOWNER, ownership code F, foreign entity
Aug 14, 2015 to presentfactForm ADV
← DANIEL V. TIERNEY 2011 TRUSTOwnerOWNER, ownership code F, domestic entity
Aug 14, 2015 to presentfactForm ADV
← FOUNDATION CAPITAL VI LPOwnerOWNER, ownership code F, domestic entity
Aug 14, 2015 to presentfactForm ADV
← IGNITION MANAGING DIRECTORSOwnerOWNER, ownership code F, domestic entity
Aug 14, 2015 to presentfactForm ADV
← IGNITION VENTURE PARTNERS IV,OwnerOWNER, ownership code F, domestic entity
Aug 14, 2015 to presentfactForm ADV
← MOTIF INVESTING, INC.(FORMERLY FUNDDNA, INC.) EQUITY INCENTIVE PLANOwnerOWNER, ownership code F, domestic entity
Aug 14, 2015 to presentfactForm ADV
← NORWEST VENTURE PARTNERS XIOwnerOWNER, ownership code F, domestic entity
Aug 14, 2015 to presentfactForm ADV
← RENREN LIANHE HOLDINGSOwnerOWNER, ownership code F, foreign entity
Aug 14, 2015 to presentfactForm ADV

Registered with (5)

← ROBERT JOSEPH SALVADORAdvisorregistration: previous registration
Sep 4, 2015 to Jun 24, 2020factForm ADV
← RAMAK FAZELIAdvisorregistration: previous registration
Nov 7, 2017 to Jun 3, 2020factForm ADV
← DIVYA KRISHNANAdvisorregistration: previous registration
Oct 30, 2017 to Jun 3, 2020factForm ADV
← Kathleen Diane ToschiAdvisorregistration: previous registration
Oct 17, 2017 to Apr 15, 2019factForm ADV
← Deborah Elizabeth BrentAdvisorregistration: previous registration
Sep 11, 2015 to May 12, 2017factForm ADV

Dated events

Occurred
Mar 27, 2020
Regulatory AUM changed
Motif Capital Management, Inc. reported RAUM $868.9M, up 64% from $530.1M (2019-03-26 to 2020-03-27)
Form ADVobserved 4 days ago
$339M
Occurred
Mar 26, 2019
Regulatory AUM changed
Motif Capital Management, Inc. reported RAUM $530.1M, up 46% from $361.9M (2018-03-27 to 2019-03-26)
Form ADVobserved 4 days ago
$168M
Occurred
Mar 26, 2019
Control person left
Tuhin Ghosh (Chief Investment Officer) no longer on Schedule A of Motif Capital Management, Inc. (listed 2018-03-27, absent 2019-03-26)
Form ADVobserved 4 days ago
Occurred
Mar 27, 2018
Regulatory AUM changed
Motif Capital Management, Inc. reported RAUM $361.9M, up 211% from $116.5M (2017-11-16 to 2018-03-27)
Form ADVobserved 4 days ago
$246M
Occurred
Jul 23, 2015
First Form ADV filing
Motif Capital Management, Inc. filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:caaba4df-94a2-5be0-dc7e-5e6b02fa7a5d
First observed: Jul 23, 2015
Last observed: Mar 27, 2020 78 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

MOTIF CAPITAL MANAGEMENT, INC.

CRD 277051

SAN MATEO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:caaba4df-94a2-5be0-dc7e-5e6b02fa7a5d

Data as of Mar 27, 2020 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:57 PM UTC and rebuilt at most every 15 minutes.

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

MOTIF INVESTING, INC.

Owner

yes

06/2015

Jul 23, 2015

Mar 27, 2020

SALVADOR, ROBERT, JOSEPH

CHIEF COMPLIANCE OFFICER

yes

07/2015

Jul 23, 2015

Mar 27, 2020

WALIA, HARDEEP, SINGH

CHIEF EXECUTIVE OFFICER

yes

07/2015

Jul 23, 2015

Mar 27, 2020

BALDERTON CAPITAL

Owner

04/2014

Aug 14, 2015

Mar 27, 2020

DANIEL V. TIERNEY 2011 TRUST

Owner

06/2014

Aug 14, 2015

Mar 27, 2020

FOUNDATION CAPITAL VI LP

Owner

09/2010

Aug 14, 2015

Mar 27, 2020

IGNITION MANAGING DIRECTORS

Owner

07/2011

Aug 14, 2015

Mar 27, 2020

IGNITION VENTURE PARTNERS IV,

Owner

07/2011

Aug 14, 2015

Mar 27, 2020

MOTIF INVESTING, INC.(FORMERLY FUNDDNA, INC.) EQUITY INCENTIVE PLAN

Owner

09/2010

Aug 14, 2015

Mar 27, 2020

NORWEST VENTURE PARTNERS XI

Owner

09/2010

Aug 14, 2015

Mar 27, 2020

RENREN LIANHE HOLDINGS

Owner

01/2015

Aug 14, 2015

Mar 27, 2020

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

MOTIF INVESTING, INC.

n/a

City

State

Country

Employees

Also broker-dealer

RANCHO CORDOVA

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2019

Mar 27, 2020

$869M

$18.2M

n/a

2018

Mar 26, 2019

$530M

$14.9M

n/a

2017

Mar 27, 2018

$362M

$5.6M

n/a

2016

Mar 16, 2017

$176M

n/a

2015

Mar 18, 2016

$119M

n/a

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2019

$869M

$530M

63.9%

$176M

70.2%