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Building 2EXTRACT ADVISORS

Map pinCALABASAS, CA
Phone212 255 0972
NotebookSEC #801-117058
Total AUM
$914.4M
Employees
9
Clients
5

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4500 PARK GRANADA UNIT 202
CALABASAS
CA 91302
United States
Operating Hours
9AM-5PM
Monday - Friday
Phone
212 255 0972
Other Offices
1

ReceiptFinancials

Total AUM
$914.4M
Accounts
7
Discretionary
$914.4M
Accounts
7
Non-Discretionary
$0
Accounts
0

ContactClients

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Pooled Vehicle Clients
5
AUM
$914.4M

Briefcase businessServices

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Services Offered
Other ServicesPooled Vehicle Portfolio Management
Other Services
PROVIDES RESEARCH SERVICES
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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