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SEC-registered adviser

B•••••

Independent wealth managerSan Francisco, CaliforniaCRD 319690SEC 801-125996websiteIAPD
Legal name S••••••••• L••
Latest filing Mar 19, 2026
First filing on the tape May 31, 2022 · 13 filings
SEC status approved since Aug 5, 2022
RAUM
$29.2M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$29.2M individuals and HNW
Advisors
0
registered through the firm on IAPD
RAUM per advisor
n/a
derived; firm RAUM over IAPD count
Employees
8
2 advisory (5.B.1)
Offices
0
beyond the principal office
Private funds
0
reported on Schedule D
History
13 filings and snapshots on the tape
RAUM$29.2M as of Mar 19, 2026
Mar 23, 2023$2.0M then
HNW client RAUM$19.6M as of Mar 19, 2026
Mar 23, 2023$1.3M then
State-registered IARs (5.B.3)0 as of Mar 19, 2026
Mar 23, 20230 then
Employees (5.A)8 as of Mar 19, 2026
Mar 23, 202314 then
Private funds: no history
RAUM +45% over the last fiscal year+145% a year over threeIARs 0 to 0
Practice profile
derived from the filing of Mar 19, 2026; every figure names its basis
Archetypes, each a printed rule
  • HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
RAUM per advisor
unknownderivedRAUM over IAPD advisors; not a book size
Clients per advisor
unknownderivedindividual and HNW clients (5.D) over advisors
Average HNW client
$3.3MderivedHNW RAUM over HNW clients
Average account
$211,552derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
unknownderivedItem 5.A over advisors
Advisors per office
unknownderived1 offices incl. principal (1.F.5)
RAUM growth, one year
+45%derivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
+57%derived
Compensation
percentage of assets, fixed feesreportedItem 5.E
Advisory activities
portfolio management for individualsreportedItem 5.G
Ownership
no PE, bank or public-company owner found on Schedule Aderived
Advisor book size
not public; not estimatedreported
Also answered yes on Form ADV
  • buys or sells securities as principal to or from clients (8.A.2)
  • has discretionary authority over which securities are bought or sold (8.C.1)
  • receives research or other products from a broker-dealer, soft dollars (8.E)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • High-net-worth individuals$19.6M67%
  • Individuals$9.6M33%
Individual clients
132reported
HNW clients
6reported
Pension plan clients
0reported
Charitable clients
0reported
Accounts
138reported
Financial planning clients
reported
Wrap fee programs
noreported
Custody of client assets
noreported
Compensation
% of AUM, fixedreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
0 on IAPD today, longest tenure first
No representative is registered through this CRD on IAPD.
Advisor movement
Left, latest
none on the tape
    Joined, latest
    none on the tape
      Every departureEvery arrival
      Private funds
      No private fund reported.
      Owners and control persons
      Schedule A and B, latest filing
      • O••••••• D••••••• V••••••••• M•••• · Chief Compliance Officercontrol
        since 04/2022 · owns less than 5%
      • S••• D•• V••••• F•••••••• · Limited Partnercontrol
        since 12/2021 · owns 25% to 50% of S•••• L•
      Entity owners
      • S••••••••• H••••••• I••• · Managing Member
        direct · owns 75% or more
      • S•••• L• · Limited Partner
        indirect · owns 50% to 75% of S•••• I••••••••• L•
      • S•••• I••••••••• L• · Shareholder
        indirect · owns 75% or more of S••••••••• H••••••• I•••
      Related persons
      Schedule D 7.A
      No related person reported.
      Offices
      Schedule D 1.F, the 25 largest
      No branch office listed.
      What changed
      consecutive filings, newest first
      • Accounts · 88 to 138
        Oct 9, 2025 to Mar 19, 2026
      • HNW clients · 7 to 6
        Oct 9, 2025 to Mar 19, 2026
      • Individual clients · 81 to 132
        Oct 9, 2025 to Mar 19, 2026
      • Employees · 11 to 8
        Oct 9, 2025 to Mar 19, 2026
      • Discretionary RAUM · $20.2M to $29.2M
        Oct 9, 2025 to Mar 19, 2026
      • HNW RAUM · $15.3M to $19.6M
        Oct 9, 2025 to Mar 19, 2026
      • Individual RAUM · $4.9M to $9.6M
        Oct 9, 2025 to Mar 19, 2026
      • RAUM · $20.2M to $29.2M
        Oct 9, 2025 to Mar 19, 2026
      • Accounts · 46 to 88
        May 17, 2024 to Mar 25, 2025
      • Advisory employees · 3 to 2
        May 17, 2024 to Mar 25, 2025
      • HNW clients · unset to 7.0
        May 17, 2024 to Mar 25, 2025
      • Individual clients · 43 to 81
        May 17, 2024 to Mar 25, 2025
      • Employees · 13 to 11
        May 17, 2024 to Mar 25, 2025
      • Financial planning clients · unset to
        May 17, 2024 to Mar 25, 2025
      • Discretionary RAUM · $8.0M to $20.2M
        May 17, 2024 to Mar 25, 2025
      • HNW RAUM · $5.5M to $15.3M
        May 17, 2024 to Mar 25, 2025
      • Individual RAUM · $2.5M to $4.9M
        May 17, 2024 to Mar 25, 2025
      • RAUM · $8.0M to $20.2M
        May 17, 2024 to Mar 25, 2025
      • Accounts · 14 to 46
        Jan 16, 2024 to Mar 25, 2024
      • Advisory employees · 4 to 3
        Jan 16, 2024 to Mar 25, 2024
      • HNW clients · 1.0 to unset
        Jan 16, 2024 to Mar 25, 2024
      • Individual clients · 13 to 43
        Jan 16, 2024 to Mar 25, 2024
      • Employees · 14 to 13
        Jan 16, 2024 to Mar 25, 2024
      • Discretionary RAUM · $2.0M to $8.0M
        Jan 16, 2024 to Mar 25, 2024
      • HNW RAUM · $1.3M to $5.5M
        Jan 16, 2024 to Mar 25, 2024
      • Individual RAUM · $677,270 to $2.5M
        Jan 16, 2024 to Mar 25, 2024
      • RAUM · $2.0M to $8.0M
        Jan 16, 2024 to Mar 25, 2024
      • Accounts · 0 to 14
        Nov 28, 2022 to Mar 23, 2023
      • HNW clients · 0 to 1
        Nov 28, 2022 to Mar 23, 2023
      • Individual clients · 0 to 13
        Nov 28, 2022 to Mar 23, 2023
      • Employees · 9 to 14
        Nov 28, 2022 to Mar 23, 2023
      • Discretionary RAUM · $0 to $2.0M
        Nov 28, 2022 to Mar 23, 2023
      • HNW RAUM · $0 to $1.3M
        Nov 28, 2022 to Mar 23, 2023
      • Individual RAUM · $0 to $677,270
        Nov 28, 2022 to Mar 23, 2023
      • RAUM · $0 to $2.0M
        Nov 28, 2022 to Mar 23, 2023
      Signals
      2 dated events
      • Santiago Bausili (Limited Partner) no longer on Schedule A of Bunker (listed 2022-11-28, absent 2023-03-23)
        Mar 23, 2023 · Control person left · inference
      • Bunker filed its initial SEC registration (Form ADV)
        May 31, 2022 · First SEC registration · fact
      Across DFX
      shared identifiers only, never a name match
      No identifier-backed link to the venture, private equity, family office or sponsor graphs.
      How to reach
      public business contact points only, each with its source
      Firm profile
      linkedin.com/company/bunker-investreportedpublic record, Form ADV, Sep 21, 2026
      Website
      b•••••••••.usreportedpublic record, Form ADV, Sep 21, 2026
      Principal office phone
      + 1 510 738 3310reportedpublic record, Form ADV, Mar 19, 2026
      Provenance
      Form ADV
      SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
      Advisors
      IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
      Class
      Independent wealth managerderiveda rule over Items 5.D and 7.A
      RAUM per advisor
      n/aderivedfirm RAUM over the IAPD count; not a book size
      Loaded
      Sep 14, 2026