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Building 2BLUE LIKE AN ORANGE

Map pinBETHESDA, MD
Phone301 312 8114
NotebookSEC #801-113419
Total AUM
$75M
Employees
6
Clients
11

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4800 MONTGOMERY LANE
SUITE 630
BETHESDA
MD 20814
United States
Operating Hours
9 AM TO 5 PM
Monday - Friday
Phone
301 312 8114
Other Offices
1

ReceiptFinancials

Total AUM
$75M
Accounts
1
Discretionary
$0
Accounts
0
Non-Discretionary
$75M
Accounts
1

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pooled Vehicle Clients
1
AUM
$75.1M
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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

Shield checkCompliance

Disclosures

None reported

State Registrations

None reported

HandshakeAffiliates

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

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