1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2SILVER ROCK FINANCIAL LP

Map pinLOS ANGELES, CA
Phone424-371-9753
NotebookSEC #801-107505
Total AUM
$5.4B
Employees
31
Clients
32

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12100 WILSHIRE BLVD.
SUITE 1000
LOS ANGELES
CA 90025
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
424-371-9753
Other Offices
1

ReceiptFinancials

Total AUM
$5.4B
Accounts
33
Discretionary
$5.4B
Accounts
33
Non-Discretionary
$0
Accounts
0

ContactClients

View more in analytics →

Pooled Vehicle Clients
28
AUM
$4.5B
Charitable Organization Clients
1
AUM
$9.2M
Insurance Company Clients
1
AUM
$125.5M
Corporation or Business Clients
1
AUM
$686.3M
Other Clients
1
AUM
$66.3M
Description of Other Clients
INVESTMENT VEHICLE FOR TRUST

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Institutional Portfolio ManagementOther ServicesPooled Vehicle Portfolio Management
Other Services
PORTFOLIO MANAGEMENT FOR FAMILY INVESTMENT VEHICLES AND CHARITABLE ORGANIZATIONS
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 7 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.

Feature requires an account