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Building 2JCSD CAPITAL, LLC

Map pinWALNUT CREEK, CA
Phone925-954-7207
NotebookSEC #801-107372
Total AUM
$214.6M
Employees
4
Clients
4

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
1981 N. BROADWAY BLVD.
SUITE 270
WALNUT CREEK
CA 94596
United States
Operating Hours
6:30 A.M. TO 5:00 P.M.
Monday - Friday
Phone
925-954-7207

ReceiptFinancials

Total AUM
$214.6M
Accounts
4
Discretionary
$188.4M
Accounts
3
Non-Discretionary
$26.2M
Accounts
1

ContactClients

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HNW Individual Clients
1
AUM
$26.2M
Pooled Vehicle Clients
3
AUM
$188.4M

Briefcase businessServices

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Services Offered
Pooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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