AUMdb

Ucp San Diego

EIN 461740672 · 501(c)(3) · Public charity · San Diego, CA · recognized 2014

Assets
$924K
Revenue
$1.4M
Expenses
$1.2M
Investment income
$68.8K

Form 990 fiscal year ended 07/31/2025

Investment managers

Advisory firms linked via Form 990 Part VII independent contractors.

No linked investment managers yet.

Highest-paid contractors

Form 990 Part VII-B, independent contractors paid over $100k.

None reported.

Officers & directors

Form 990 Part VII-A for the latest fiscal year.

Name Title Compensation Other
Ashley Castellini Room rep $0 $0
Masha Efros Treasurer $0 $0
Sebastian Falcon At large $0 $0
Charles Hoffman Co-president $0 $0
Lauren Inda At large $0 $0
Kaeley Kaufold Staff repres $0 $0
Elizabeth Lake Secretary $0 $0
Stephanie Larson Exec directo $0 $0
Stefanie Lau Room rep $0 $0
Arpi Minassian Room rep $0 $0
Caitlin Thomas Room rep $0 $0
Matthew Young Co-president $0 $0
Teal Ziesler At large $0 $0
Katherine Zimmerman At large $0 $0