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Building 2D'ARCY CAPITAL MANAGEMENT, LLC

Map pinSAN DIEGO, CA
Phone858-461-4391
NotebookSEC #801-120475
Total AUM
$225.6M
Employees
4
Clients
108

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
12625 HIGH BLUFF DRIVE
SUITE 314
SAN DIEGO
CA 92130
United States
Operating Hours
8:00 A.M. - 4:00 P.M.
Monday - Friday
Phone
858-461-4391

ReceiptFinancials

Total AUM
$225.6M
Accounts
313
Discretionary
$225.6M
Accounts
313
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
62
AUM
$17.1M
HNW Individual Clients
38
AUM
$195.7M
Pension/Profit Sharing Plan Clients
1
AUM
$6.7M
Charitable Organization Clients
1
AUM
$944.4K
Corporation or Business Clients
6
AUM
$5.1M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CATX

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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