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Building 2FELICITAS GLOBAL PARTNERS, LLC

Map pinPASADENA, CA
Phone310.461.8990
NotebookSEC #801-112594
Total AUM
$804.4M
Employees
15
Clients
17

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
65 NORTH RAYMOND AVENUE
SUITE 315
PASADENA
CA 91103
United States
Operating Hours
9:00 AM - 6:00 PM
Monday - Friday
Phone
310.461.8990

ReceiptFinancials

Total AUM
$804.4M
Accounts
17
Discretionary
$804.4M
Accounts
17
Non-Discretionary
$0
Accounts
0

ContactClients

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Investment Company Clients
1
AUM
$109M
Pooled Vehicle Clients
16
AUM
$695.4M

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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