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Building 2PAVION BLUE CAPITAL, LLC

Map pinNEWPORT BEACH, CA
Phone(213) 805-6698
NotebookSEC #801-117170
Total AUM
$443.7M
Employees
4
Clients
172

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
23 CORPORATE PLAZA DR.,
SUITE 150
NEWPORT BEACH
CA 92660
United States
Operating Hours
6:30AM - 2:30PM
Monday - Friday
Phone
(213) 805-6698

ReceiptFinancials

Total AUM
$443.7M
Accounts
521
Discretionary
$416.6M
Accounts
496
Non-Discretionary
$27.1M
Accounts
25

ContactClients

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Individual Clients
18
AUM
$3.3M
HNW Individual Clients
132
AUM
$408.8M
Pension/Profit Sharing Plan Clients
6
AUM
$10.3M
Charitable Organization Clients
9
AUM
$3M
Corporation or Business Clients
7
AUM
$18.1M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CANHTXWA

HandshakeAffiliates

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

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