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Building 2L SQUARED CAPITAL PARTNERS

Map pinNEWPORT BEACH, CA
Phone949-398-0168
NotebookSEC #801-111654
Total AUM
$2B
Employees
18
Clients
7

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
3434 VIA LIDO
SUITE 300
NEWPORT BEACH
CA 92663
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Phone
949-398-0168

ReceiptFinancials

Total AUM
$2B
Accounts
7
Discretionary
$2B
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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HNW Individual Clients
1
AUM
$182.3M
Pooled Vehicle Clients
6
AUM
$1.9B

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
CA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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