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Building 2SIZEMORE CAPITAL MANAGEMENT, LLC

Map pinSAN ISIDRO
Phone(214) 265-6597
NotebookSEC #801-120310
Total AUM
$109.4M
Employees
3
Clients
81

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
CALLE LEONIDAS YEROVI 104
OFFICE 204
SAN ISIDRO
15073
Peru
Operating Hours
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
(214) 265-6597
Other Offices
2

ReceiptFinancials

Total AUM
$109.4M
Accounts
707
Discretionary
$109.4M
Accounts
707
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
28
AUM
$2.9M
HNW Individual Clients
48
AUM
$20.5M
Pooled Vehicle Clients
3
AUM
$14.6M
Investment Advisor Clients
2
AUM
$71.4M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
TX

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Affiliates
Reported 6 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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