Updated:
Roof Eidam Maycock Peralta
The firm is registered with the SEC as Roof Eidam Maycock Peralta & Company, conducting business under the Roof Eidam Maycock brand from a single office in San...
Roof Eidam Maycock Peralta
The firm is registered with the SEC as Roof Eidam Maycock Peralta & Company, conducting business under the Roof Eidam Maycock brand from a single office in San Francisco. Its ADV filings describe a practice built around individuals, high-net-worth households, charitable organizations, and a smaller set of institutional accounts. The partnership draws its name from four principals whose tenure predates the current registration, suggesting a practice with deeper local roots than its regulatory footprint immediately reveals. The disclosed strategy centers on constructing separately managed accounts across equities, fixed income, and real estate, with material emphasis on tax optimization — an approach that typically serves owners of concentrated positions, family wealth, and philanthropies with multi-year planning horizons. Real estate exposure features prominently in the firm's public disclosures, where it may source direct placements or partnership interests on behalf of clients, though specific underlying investments do not appear in its regulatory filings. Team size and aggregate assets are not publicly disclosed. The firm maintains no additional office locations and does not market adjacent vehicles, club memberships, or philanthropic foundations separate from its core advisory construct. Its lack of a media presence or website beyond a minimal landing page reflects a practice that grows through professional referrals — a pattern typical among San Francisco advisory boutiques that serve quiet pools of capital. Structurally, the firm operates as a fiduciary rather than a broker-dealer, giving it latitude to source external managers or allocate directly without product-shelf constraints. This places it among the smaller RIAs in San Francisco's competitive wealth-management geography, where institutional wirehouses, multi-family offices, and specialist boutiques compete for the same concentrated wealth.
General information
Firm type
Bank / Wealth / Trust
Year founded
1996
AUM
Undisclosed
Location
Region
North America
Country
United States
City
San Francisco
Corporate office
San Francisco, CA, United States
Sector focus
Frequently asked questions
How does Roof Eidam Maycock Peralta charge for its services?
The firm's regulatory filings indicate it charges asset-based fees calculated as a percentage of assets under management, with certain clients billed on a fixed-fee or hourly basis for financial planning engagements. Fee schedules are negotiated individually. As an SEC-registered RIA, the firm must disclose all compensation conflicts, and its fiduciary duty requires it to put client interests ahead of its own in all billing structures.
Does the firm manage assets on a discretionary or non-discretionary basis?
Roof Eidam Maycock Peralta offers both discretionary and non-discretionary accounts, depending on the client mandate. Discretionary clients grant the firm authority to execute trades without pre-approval, while non-discretionary clients ratify investment decisions in advance. ADV filings for the firm reflect these arrangements as a standard part of its advisory offering.
Does Roof Eidam Maycock Peralta co-invest alongside clients or run proprietary capital pools?
There is no public evidence that the firm operates proprietary funds, maintains balance-sheet investment vehicles, or co-invests alongside its advisory clients. Its structure as a boutique RIA serving individuals and charitable organizations suggests a separation between the firm's own capital and the assets it advises — consistent with its fiduciary registration.
Who are the named principals behind the firm?
The firm's name — Roof, Eidam, Maycock, and Peralta — corresponds to four individuals who appear in early SEC filings as key decision-makers. Their specific roles, professional backgrounds, and any external board affiliations are not documented in publicly available records. The partnership structure implies shared ownership and joint investment-committee authority.
What investment vehicles does the firm typically use?
Based on its regulatory disclosures, the firm constructs portfolios using individual securities, ETFs, mutual funds, and real-estate placements — a mix common among boutique advisors that blend direct indexing with third-party fund selection. Separately managed accounts are the primary vehicle, with asset allocation decisions tailored to each client's tax situation and liquidity profile.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: