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Building 2CARAVAN CAPITAL MANAGEMENT LLC

Map pinTACOMA, WA
Phone253-302-5035
NotebookSEC #801-110208
Total AUM
$69.5M
Employees
5
Clients
6

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
950 PACIFIC AVENUE
SUITE 500
TACOMA
WA 98402
United States
Operating Hours
8:00 - 5:00
Monday - Friday
Phone
253-302-5035
Other Offices
1

ReceiptFinancials

Total AUM
$69.5M
Accounts
6
Discretionary
$69.5M
Accounts
6
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
2
AUM
$36.1M
Pooled Vehicle Clients
3
AUM
$24.2M
Charitable Organization Clients
1
AUM
$9.2M

Briefcase businessServices

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Services Offered
Company Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
MAWA

HandshakeAffiliates

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

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